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Ishares Tr usa min vo shares owned by LifePlan Financial

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

Historical chart of LifePlan Financial 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 LifePlan Financial 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 LifePlan Financial

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.9M 45k 63.74
2020-06-30 $2.8M 45k 60.63
2020-03-31 $2.8M 52k 54.00
2019-12-31 $3.3M 50k 65.59
2019-09-30 $4.4M 69k 64.10
2019-06-30 $2.9M 46k 61.73
2019-03-31 $2.6M 45k 58.80
2018-12-31 $574k 11k 52.43
2018-09-30 $500k 8.8k 57.08
2018-06-30 $456k 8.6k 53.21
2018-03-31 $456k 8.8k 51.97
2017-12-31 $447k 8.9k 50.39
2017-09-30 $447k 8.9k 50.39
2017-06-30 $404k 8.3k 48.93
2017-03-31 $436k 9.1k 47.70
2016-12-31 $1.0M 23k 45.21
2016-09-30 $271k 6.0k 45.50