Ishares Tr usa min vo shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $934k | 11k | 83.58 |
| 2023-12-31 | $1.1M | 15k | 78.03 |
| 2023-09-30 | $1.5M | 21k | 72.38 |
| 2023-06-30 | $2.1M | 28k | 74.33 |
| 2023-03-31 | $1.6M | 21k | 72.74 |
| 2022-12-31 | $1.5M | 20k | 72.10 |
| 2022-09-30 | $1.4M | 22k | 66.10 |
| 2022-06-30 | $1.5M | 22k | 70.21 |
| 2022-03-31 | $1.7M | 22k | 77.57 |
| 2021-12-31 | $1.8M | 22k | 80.89 |