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Ishares Tr Msci Usa Momentum Factor shares owned by Sigma Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning 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 Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Sigma Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $644k 4.1k 156.90
2023-09-30 $7.8M 56k 139.70
2023-06-30 $8.1M 56k 144.25
2023-03-31 $8.7M 62k 139.04
2022-12-31 $9.4M 65k 145.93
2022-09-30 $9.0M 69k 131.17
2022-06-30 $8.7M 64k 136.37
2022-03-31 $12M 71k 168.28
2021-12-31 $40M 222k 181.82
2021-09-30 $44M 253k 175.60
2021-06-30 $38M 218k 173.43
2021-03-31 $36M 222k 160.86
2020-12-31 $34M 209k 161.29
2020-09-30 $33M 221k 147.40
2020-06-30 $14M 109k 131.00
2020-03-31 $11M 103k 106.48
2019-12-31 $12M 93k 125.56
2019-09-30 $16M 131k 119.25
2019-06-30 $15M 125k 118.60
2019-03-31 $16M 143k 112.18
2018-12-31 $13M 126k 100.23
2018-09-30 $14M 115k 119.00
2018-06-30 $11M 97k 109.70
2018-03-31 $6.9M 65k 105.92
2017-12-31 $3.9M 38k 103.13
2017-09-30 $2.5M 26k 95.68
2017-06-30 $1.9M 22k 88.89
2017-03-31 $1.8M 21k 82.64
2016-12-31 $1.7M 23k 75.84
2016-09-30 $1.8M 23k 77.37
2016-06-30 $1.8M 23k 76.42
2016-03-31 $1.8M 24k 73.09
2015-12-31 $1.6M 22k 73.31
2015-09-30 $1.7M 25k 68.22
2015-06-30 $1.0M 15k 71.44
2015-03-31 $730k 10k 70.30
2014-12-31 $649k 9.5k 68.10

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View all positions for Sigma Planning

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor