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Ishares Tr usa min vo shares owned by Aries Wealth Management

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

Historical chart of Aries Wealth Management 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 Aries Wealth Management 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 Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 41k 91.31
2024-06-30 $3.4M 40k 83.96
2024-03-31 $3.2M 38k 83.58
2023-12-31 $2.9M 37k 78.03
2023-09-30 $2.6M 35k 73.61
2023-06-30 $2.6M 35k 74.33
2023-03-31 $2.5M 34k 72.74
2022-12-31 $2.4M 33k 72.10
2022-09-30 $2.2M 31k 71.19
2022-06-30 $1.9M 27k 70.23
2021-12-31 $1.6M 20k 80.91
2021-09-30 $1.4M 20k 73.49
2021-06-30 $1.4M 19k 73.60
2021-03-31 $1.4M 19k 71.02
2020-12-31 $1.3M 19k 68.38
2020-09-30 $1.2M 19k 63.75
2020-06-30 $1.1M 19k 60.61
2020-03-31 $869k 16k 53.10
2019-12-31 $838k 13k 65.78
2019-09-30 $785k 12k 63.74
2019-06-30 $720k 11k 62.95
2019-03-31 $476k 8.1k 58.77