Atlas Private Wealth Advisors »

Ishares Tr usa min vo shares owned by Atlas Private Wealth Advisors

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

Historical chart of Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 31k 78.03
2023-09-30 $2.4M 33k 72.38
2023-06-30 $3.0M 40k 74.33
2023-03-31 $1.6M 22k 72.74
2022-12-31 $1.7M 24k 72.10
2022-09-30 $1.7M 26k 66.09
2022-06-30 $2.0M 28k 70.22
2022-03-31 $3.0M 38k 77.58
2021-12-31 $5.4M 67k 80.90
2021-09-30 $6.0M 82k 73.50
2021-06-30 $6.3M 85k 73.61
2021-03-31 $5.1M 74k 69.19
2020-12-31 $4.1M 60k 67.88
2020-09-30 $3.6M 57k 63.72
2020-06-30 $3.8M 63k 60.64