Ullmann Financial »

Ishares Tr Msci Usa Momentum Factor shares owned by Ullmann Financial

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

Historical chart of Ullmann Financial 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 Ullmann Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Ullmann Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $476k 3.4k 139.70
2023-06-30 $2.3M 16k 144.25
2023-03-31 $3.7M 27k 139.04
2022-12-31 $5.3M 37k 145.93
2022-09-30 $4.8M 37k 131.18
2022-06-30 $5.7M 42k 136.37
2022-03-31 $6.5M 39k 168.27
2021-12-31 $6.6M 37k 181.83
2021-09-30 $6.0M 34k 175.61
2021-06-30 $4.4M 25k 173.41
2021-03-31 $3.1M 19k 160.87
2020-12-31 $2.0M 12k 161.30
2020-09-30 $1.2M 7.8k 147.39
2020-06-30 $419k 3.2k 131.02