Ishares Tr usa min vo shares owned by Jacobi Capital Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Jacobi Capital Management
from 13F filings
Historical chart of Jacobi Capital Management 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 Jacobi Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 15k | 83.58 |
| 2023-09-30 | $1.1M | 15k | 72.38 |
| 2023-06-30 | $1.2M | 16k | 74.33 |
| 2023-03-31 | $1.1M | 16k | 72.74 |
| 2022-12-31 | $1.1M | 16k | 72.10 |
| 2022-09-30 | $1.0M | 16k | 66.12 |
| 2022-06-30 | $1.2M | 18k | 70.19 |
| 2022-03-31 | $1.4M | 18k | 77.58 |
| 2021-12-31 | $1.4M | 17k | 80.87 |
| 2021-09-30 | $1.2M | 16k | 73.53 |
| 2021-06-30 | $1.2M | 16k | 73.60 |
| 2021-03-31 | $1.1M | 16k | 69.18 |
| 2020-12-31 | $1.2M | 17k | 67.86 |
| 2020-09-30 | $1.1M | 17k | 63.75 |
| 2020-06-30 | $1.0M | 59k | 17.66 |
| 2020-03-31 | $929k | 17k | 54.00 |
| 2019-12-31 | $1.2M | 19k | 65.62 |
| 2019-09-30 | $1.2M | 19k | 64.10 |
| 2019-06-30 | $1.1M | 19k | 61.71 |
| 2019-03-31 | $1.1M | 19k | 58.80 |
| 2018-12-31 | $975k | 19k | 52.41 |
| 2018-09-30 | $1.1M | 19k | 57.03 |
| 2018-06-30 | $1.0M | 19k | 53.14 |
| 2018-03-31 | $947k | 19k | 51.06 |
| 2017-12-31 | $996k | 19k | 53.44 |
| 2017-09-30 | $911k | 18k | 50.70 |
| 2017-06-30 | $766k | 16k | 48.75 |
| 2017-03-31 | $25k | 520 | 48.08 |
| 2016-12-31 | $18k | 400 | 45.00 |
| 2016-09-30 | $23k | 520 | 44.23 |
| 2016-06-30 | $24k | 520 | 46.15 |