U.S. Bancorp shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of U.S. Bancorp (USB) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in U.S. Bancorp
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Quarterly reported holdings in U.S. Bancorp by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $503k | 10k | 48.33 |
| 2025-06-30 | $483k | 11k | 45.25 |
| 2025-03-31 | $450k | 11k | 42.22 |
| 2024-12-31 | $512k | 11k | 47.83 |
| 2024-09-30 | $494k | 11k | 45.73 |
| 2024-06-30 | $437k | 11k | 39.70 |
| 2024-03-31 | $498k | 11k | 44.70 |
| 2023-12-31 | $482k | 11k | 43.28 |
| 2023-09-30 | $371k | 11k | 33.06 |
| 2023-06-30 | $373k | 11k | 33.04 |
| 2023-03-31 | $394k | 11k | 36.05 |
| 2022-12-31 | $482k | 11k | 43.61 |
| 2022-09-30 | $431k | 11k | 40.33 |
| 2022-06-30 | $492k | 11k | 46.04 |
| 2022-03-31 | $569k | 11k | 53.12 |
| 2021-12-31 | $599k | 11k | 56.13 |
| 2021-09-30 | $634k | 11k | 59.41 |
| 2021-06-30 | $608k | 11k | 56.98 |
| 2021-03-31 | $590k | 11k | 55.29 |
| 2020-12-31 | $498k | 11k | 46.58 |
| 2020-09-30 | $407k | 11k | 35.82 |
| 2020-06-30 | $420k | 11k | 36.80 |
| 2020-03-31 | $414k | 12k | 34.42 |
| 2019-12-31 | $731k | 12k | 59.32 |
| 2019-09-30 | $682k | 12k | 55.34 |
| 2019-06-30 | $716k | 14k | 52.37 |
| 2019-03-31 | $637k | 13k | 48.23 |
| 2018-09-30 | $641k | 12k | 53.16 |
| 2018-06-30 | $600k | 12k | 49.93 |
| 2018-03-31 | $611k | 12k | 50.19 |
| 2017-12-31 | $640k | 12k | 53.24 |
| 2017-09-30 | $719k | 14k | 53.25 |
| 2017-06-30 | $707k | 14k | 51.77 |
More positions owned by Institute For Wealth Management
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