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Ishares Tr usa min vo shares owned by Family Management Corporation

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Family Management Corporation from 13F filings

Historical chart of Family Management Corporation 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 Family Management Corporation 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 Family Management Corporation

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 169k 72.38
2023-06-30 $9.5M 128k 74.33
2023-03-31 $214k 2.9k 72.74
2021-12-31 $16M 194k 80.90
2021-09-30 $15M 202k 73.50
2021-06-30 $18M 248k 73.61
2021-03-31 $20M 285k 69.19
2020-12-31 $187k 2.8k 68.00