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Ishares Tr usa min vo shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation 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 Sym Financial Corporation 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 Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 146 83.58
2023-12-31 $38k 486 78.03
2023-09-30 $11k 146 72.38
2019-12-31 $351k 5.4k 65.51

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Dow (DOW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
PIMCO Corporate Opportunity Fund (PTY)
Eli Lilly & Co. (LLY)
Blackrock Core Bd Tr Shs Ben Int (BHK)
Ishares Msci Gbl Min Vol (ACWV)

View all positions for Sym Financial Corporation

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo