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Ishares Tr usa min vo shares owned by Apella Capital

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

Historical chart of Apella Capital 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 Apella Capital 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 Apella Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $29M 319k 90.98
2024-06-30 $26M 314k 84.01
2024-03-31 $26M 309k 82.31
2023-12-31 $25M 318k 78.00
2023-09-30 $24M 335k 72.38
2023-06-30 $25M 333k 74.33
2022-12-31 $20M 280k 72.10
2022-09-30 $16M 235k 66.10
2022-06-30 $14M 206k 70.21
2022-03-31 $13M 169k 77.57
2021-12-31 $11M 133k 80.89
2021-09-30 $4.2M 57k 73.73
2021-06-30 $3.3M 45k 73.62
2021-03-31 $2.9M 41k 69.20
2020-12-31 $2.3M 33k 67.88
2020-09-30 $2.0M 31k 63.73
2020-06-30 $1.6M 26k 60.61
2020-03-31 $1.2M 21k 54.02