Ishares Tr usa min vo shares owned by Apexium Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 56k | 95.14 |
| 2025-06-30 | $5.4M | 57k | 93.87 |
| 2024-12-31 | $5.2M | 59k | 88.79 |
| 2024-09-30 | $5.4M | 60k | 91.31 |
| 2024-06-30 | $5.2M | 62k | 83.96 |
| 2024-03-31 | $5.3M | 63k | 83.58 |
| 2023-12-31 | $5.1M | 66k | 78.03 |
| 2023-09-30 | $4.9M | 68k | 72.76 |
| 2023-06-30 | $5.1M | 68k | 74.33 |
| 2023-03-31 | $4.9M | 68k | 72.74 |
| 2022-12-31 | $5.0M | 69k | 72.10 |
| 2022-09-30 | $4.8M | 72k | 66.10 |
| 2022-03-31 | $233k | 2.9k | 80.32 |
| 2021-12-31 | $241k | 3.0k | 80.87 |
| 2021-09-30 | $219k | 3.0k | 73.61 |
| 2021-06-30 | $225k | 3.1k | 73.67 |
| 2021-03-31 | $208k | 3.0k | 69.03 |
| 2020-12-31 | $339k | 5.0k | 67.94 |
| 2020-09-30 | $340k | 5.3k | 63.75 |
| 2020-06-30 | $322k | 5.3k | 60.57 |
| 2020-03-31 | $222k | 4.1k | 53.90 |
| 2019-12-31 | $502k | 7.7k | 65.54 |