Ishares Tr Msci Usa Momentum Factor shares owned by Private Advisory
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Private Advisory
from 13F filings
Historical chart of Private Advisory investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Private Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $280k | 1.4k | 202.76 |
| 2024-06-30 | $1.5M | 7.7k | 194.87 |
| 2024-03-31 | $5.5M | 29k | 187.35 |
| 2023-06-30 | $271k | 1.9k | 144.25 |
| 2023-03-31 | $483k | 3.5k | 139.04 |
| 2022-12-31 | $596k | 4.1k | 145.92 |
| 2022-09-30 | $365k | 2.8k | 131.20 |
| 2022-06-30 | $353k | 2.6k | 136.40 |
| 2022-03-31 | $444k | 2.6k | 168.44 |
| 2021-12-31 | $464k | 2.6k | 181.89 |
| 2021-03-31 | $694k | 4.3k | 160.95 |
| 2020-03-31 | $221k | 2.1k | 106.25 |
| 2019-12-31 | $344k | 2.7k | 125.46 |
| 2019-09-30 | $2.4M | 20k | 119.25 |
| 2019-06-30 | $3.5M | 29k | 118.59 |
| 2019-03-31 | $487k | 4.9k | 100.19 |
| 2018-12-31 | $487k | 4.9k | 100.19 |
| 2018-09-30 | $622k | 5.5k | 112.64 |
| 2018-06-30 | $607k | 5.5k | 109.65 |
| 2018-03-31 | $579k | 5.5k | 105.91 |
| 2017-12-31 | $604k | 5.9k | 103.18 |
| 2017-09-30 | $628k | 6.6k | 95.60 |
| 2017-06-30 | $587k | 6.6k | 88.72 |
| 2017-03-31 | $1.4M | 17k | 82.55 |
| 2016-12-31 | $2.3M | 31k | 75.90 |
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