Ishares Tr usa min vo shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.4M | 69k | 78.03 |
| 2023-09-30 | $5.2M | 72k | 72.38 |
| 2023-06-30 | $6.3M | 30k | 205.89 |
| 2023-03-31 | $2.7M | 53k | 50.27 |
| 2022-12-31 | $3.2M | 44k | 72.10 |
| 2022-09-30 | $3.5M | 53k | 66.11 |
| 2022-06-30 | $1.2M | 16k | 70.24 |
| 2022-03-31 | $1.4M | 18k | 77.58 |
| 2021-12-31 | $1.4M | 18k | 80.89 |
| 2021-09-30 | $1.5M | 11k | 133.18 |
| 2021-06-30 | $1.3M | 17k | 73.62 |
| 2021-03-31 | $1.0M | 15k | 69.16 |
| 2020-12-31 | $961k | 14k | 67.88 |
| 2020-09-30 | $839k | 13k | 63.71 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $884k | 16k | 54.01 |
| 2019-12-31 | $1.0M | 16k | 65.60 |
| 2019-09-30 | $962k | 15k | 64.08 |
| 2019-06-30 | $922k | 15k | 61.75 |
| 2019-03-31 | $933k | 16k | 58.80 |
| 2018-12-31 | $831k | 16k | 52.37 |
| 2018-09-30 | $922k | 16k | 57.03 |
| 2017-06-30 | $367k | 7.5k | 48.99 |
| 2017-03-31 | $336k | 7.0k | 47.73 |
| 2016-12-31 | $344k | 7.6k | 45.21 |
| 2016-09-30 | $346k | 7.6k | 45.47 |
| 2016-06-30 | $324k | 7.0k | 46.17 |
| 2016-03-31 | $288k | 6.6k | 43.89 |