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Ishares Tr usa min vo shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 32k 83.58
2023-12-31 $2.9M 37k 78.03

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
Envestnet Asset Management
BlackRock
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield

View all funds holding Ishares Tr usa min vo