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Ishares Tr usa min vo shares owned by Keebeck Wealth Management

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

Historical chart of Keebeck Wealth Management 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 Keebeck Wealth Management 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 Keebeck Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 48k 78.03
2023-09-30 $3.8M 52k 72.76
2023-06-30 $4.3M 58k 74.33
2023-03-31 $2.5M 35k 72.74
2022-12-31 $2.1M 29k 72.10
2022-09-30 $1.4M 21k 66.11
2022-06-30 $1.1M 15k 70.20
2022-03-31 $1.2M 15k 77.54
2021-12-31 $1.3M 16k 80.88
2021-09-30 $427k 5.8k 73.56
2021-06-30 $427k 6.1k 70.11
2021-03-31 $971k 14k 69.16
2020-12-31 $931k 14k 67.94
2020-09-30 $519k 8.1k 63.71
2020-06-30 $493k 8.1k 60.55
2020-03-31 $303k 5.6k 53.99
2019-12-31 $368k 5.6k 65.57