Wellington Shields & Co »

Ishares Tr Msci Usa Momentum Factor shares owned by Wellington Shields & Co

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Wellington Shields & Co from 13F filings

Historical chart of Wellington Shields & Co 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 Wellington Shields & Co 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 Wellington Shields & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $42k 222 187.35
2023-09-30 $73k 522 139.70
2023-06-30 $75k 522 144.25
2023-03-31 $73k 522 139.04
2022-12-31 $76k 522 145.93
2021-12-31 $276k 1.5k 181.70
2021-09-30 $231k 1.3k 175.40
2021-06-30 $228k 1.3k 173.25
2021-03-31 $212k 1.3k 161.22
2020-12-31 $212k 1.3k 161.22