Ishares Tr Msci Usa Momentum Factor shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Ishares Tr Msci Usa Momentum Factor
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr Msci Usa Momentum Factor held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 825 | 256.45 |
| 2025-06-30 | $264k | 1.1k | 240.32 |
| 2023-03-31 | $209k | 1.5k | 139.04 |
| 2022-12-31 | $327k | 2.2k | 145.93 |
| 2022-06-30 | $97k | 711 | 136.43 |
| 2022-03-31 | $225k | 1.3k | 167.91 |
| 2021-12-31 | $434k | 2.4k | 181.67 |
| 2021-09-30 | $500k | 2.8k | 175.75 |
| 2021-06-30 | $955k | 5.5k | 173.51 |
| 2021-03-31 | $837k | 5.2k | 160.78 |
| 2020-12-31 | $710k | 4.4k | 161.33 |
| 2020-09-30 | $632k | 4.3k | 147.46 |
| 2020-06-30 | $557k | 4.3k | 131.00 |
| 2020-03-31 | $559k | 5.3k | 106.42 |
| 2019-12-31 | $605k | 4.8k | 125.62 |
| 2019-09-30 | $1.1M | 9.4k | 119.26 |
| 2019-06-30 | $325k | 2.7k | 120.68 |
| 2019-03-31 | $233k | 2.1k | 112.13 |
| 2018-12-31 | $136k | 1.4k | 100.37 |
| 2018-09-30 | $129k | 1.1k | 118.57 |
| 2018-06-30 | $5.0k | 50 | 100.00 |
| 2018-03-31 | $136k | 1.3k | 102.87 |
| 2017-12-31 | $121k | 1.1k | 107.75 |
| 2017-09-30 | $28k | 290 | 96.55 |
| 2017-06-30 | $17k | 184 | 92.39 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency
Top funds holding Ishares Tr Msci Usa Momentum Factor
View all funds holding Ishares Tr Msci Usa Momentum Factor