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Ishares Tr Msci Usa Momentum Factor shares owned by Gallagher Fiduciary Advisors

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

Historical chart of Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.5M 30k 187.35
2023-12-31 $4.5M 28k 156.89
2023-09-30 $2.5M 18k 139.70
2023-06-30 $3.2M 22k 144.26
2023-03-31 $3.2M 23k 139.03

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Franklin Resources (BEN)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Cleveland-cliffs (CLF)

View all positions for Gallagher Fiduciary Advisors

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor