Ishares Tr Msci Usa Momentum Factor shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 6.3k | 202.76 |
| 2024-06-30 | $1.2M | 6.3k | 194.87 |
| 2024-03-31 | $1.2M | 6.3k | 187.35 |
| 2023-12-31 | $987k | 6.3k | 156.89 |
| 2023-09-30 | $937k | 6.7k | 139.70 |
| 2023-06-30 | $991k | 6.9k | 144.25 |
| 2023-03-31 | $955k | 6.9k | 139.04 |
| 2022-12-31 | $1.0M | 6.9k | 145.93 |
| 2022-09-30 | $1.2M | 8.8k | 131.12 |
| 2022-06-30 | $971k | 7.1k | 136.43 |
| 2022-03-31 | $1.5M | 8.8k | 168.28 |
| 2021-12-31 | $1.7M | 9.6k | 181.80 |
| 2021-09-30 | $1.7M | 9.8k | 175.58 |
| 2021-06-30 | $1.5M | 8.7k | 173.41 |
| 2021-03-31 | $1.5M | 9.1k | 160.81 |
| 2020-12-31 | $1.5M | 9.1k | 161.25 |
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