Ishares Tr usa min vo shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr usa min vo by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 22k | 83.58 |
| 2023-12-31 | $1.7M | 22k | 78.03 |
| 2023-09-30 | $1.5M | 21k | 72.38 |
| 2023-06-30 | $1.6M | 22k | 74.33 |
| 2023-03-31 | $1.5M | 20k | 72.74 |
| 2022-12-31 | $1.4M | 20k | 72.10 |
| 2022-09-30 | $1.4M | 21k | 66.11 |
| 2022-06-30 | $1.3M | 19k | 70.23 |
| 2022-03-31 | $471k | 6.1k | 77.49 |
| 2021-12-31 | $561k | 6.9k | 80.88 |
| 2021-09-30 | $555k | 7.6k | 73.45 |
| 2021-06-30 | $683k | 9.3k | 73.58 |
| 2021-03-31 | $944k | 14k | 69.19 |
| 2020-12-31 | $1.4M | 21k | 67.90 |
| 2020-09-30 | $1.8M | 28k | 63.73 |
| 2020-06-30 | $2.0M | 33k | 60.63 |
| 2020-03-31 | $1.8M | 33k | 54.00 |
| 2019-12-31 | $2.2M | 33k | 65.60 |
| 2019-09-30 | $2.1M | 33k | 64.10 |
| 2019-06-30 | $1.9M | 30k | 61.75 |
| 2019-03-31 | $1.7M | 30k | 58.82 |
| 2018-12-31 | $1.6M | 30k | 52.42 |
| 2018-09-30 | $1.6M | 27k | 57.04 |
| 2018-06-30 | $1.7M | 32k | 53.15 |
| 2018-03-31 | $1.8M | 34k | 53.00 |
| 2017-12-31 | $2.0M | 38k | 52.78 |
| 2017-09-30 | $2.0M | 39k | 50.34 |
| 2017-06-30 | $2.1M | 44k | 48.93 |
| 2017-03-31 | $2.7M | 56k | 47.72 |
| 2016-12-31 | $7.2M | 158k | 45.22 |
| 2016-09-30 | $9.4M | 207k | 45.43 |
| 2016-06-30 | $15M | 332k | 46.21 |
| 2016-03-31 | $15M | 337k | 43.93 |
| 2015-12-31 | $12M | 277k | 41.82 |
| 2015-09-30 | $10M | 257k | 39.59 |
| 2015-06-30 | $11M | 267k | 40.32 |
| 2015-03-31 | $12M | 281k | 41.26 |
| 2014-12-31 | $9.1M | 224k | 40.71 |
| 2014-09-30 | $7.9M | 210k | 37.85 |
| 2014-06-30 | $8.4M | 227k | 37.16 |
| 2014-03-31 | $8.1M | 224k | 36.08 |
| 2013-12-31 | $17M | 474k | 35.53 |
| 2013-09-30 | $7.9M | 239k | 33.23 |