Ishares Tr usa min vo shares owned by Aspiriant
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.9M | 106k | 83.58 |
| 2023-12-31 | $8.5M | 110k | 78.03 |
| 2023-09-30 | $8.5M | 117k | 72.38 |
| 2023-06-30 | $8.8M | 119k | 74.33 |
| 2023-03-31 | $8.8M | 121k | 72.74 |
| 2022-12-31 | $10M | 145k | 72.10 |
| 2022-09-30 | $6.9M | 105k | 66.07 |
| 2022-06-30 | $7.6M | 108k | 70.20 |
| 2022-03-31 | $8.5M | 109k | 77.57 |
| 2021-12-31 | $8.7M | 108k | 80.88 |
| 2021-09-30 | $8.0M | 109k | 73.50 |
| 2021-06-30 | $8.0M | 109k | 73.59 |
| 2021-03-31 | $7.6M | 109k | 69.18 |
| 2020-12-31 | $7.5M | 110k | 67.88 |
| 2020-09-30 | $6.9M | 108k | 63.72 |
| 2020-06-30 | $8.9M | 146k | 60.64 |
| 2020-03-31 | $3.5M | 64k | 54.03 |
| 2019-12-31 | $4.8M | 73k | 65.59 |
| 2019-09-30 | $19M | 291k | 64.10 |
| 2019-06-30 | $18M | 285k | 61.73 |
| 2019-03-31 | $17M | 285k | 58.80 |
| 2018-12-31 | $17M | 316k | 52.40 |
| 2018-09-30 | $14M | 249k | 57.05 |
| 2018-06-30 | $14M | 263k | 53.16 |
| 2018-03-31 | $12M | 234k | 51.93 |
| 2017-12-31 | $2.0M | 37k | 52.77 |
| 2017-09-30 | $12M | 239k | 50.34 |
| 2017-06-30 | $2.7M | 56k | 48.93 |
| 2017-03-31 | $2.7M | 56k | 47.73 |
| 2016-12-31 | $2.7M | 60k | 45.22 |
| 2016-09-30 | $2.7M | 60k | 45.43 |
| 2016-06-30 | $3.1M | 68k | 46.21 |
| 2016-03-31 | $2.5M | 56k | 43.92 |
| 2015-12-31 | $1.2M | 30k | 41.82 |
| 2015-09-30 | $1.6M | 41k | 40.09 |
| 2015-06-30 | $1.1M | 27k | 40.31 |
| 2015-03-31 | $984k | 24k | 41.27 |
| 2014-12-31 | $966k | 24k | 40.50 |