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Ishares Tr usa min vo shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $142k 1.7k 84.42
2023-12-31 $128k 1.6k 78.04
2023-09-30 $148k 2.0k 72.38
2023-06-30 $127k 1.7k 74.33
2022-12-31 $104k 1.4k 72.10

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Ishares Tr Cmbs Etf (CMBS)
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Meta Platforms Cl A (META)
Amazon (AMZN)
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View all positions for LGT Financial 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