Ishares Tr usa min vo shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 240k | 91.31 |
| 2024-06-30 | $21M | 250k | 83.96 |
| 2024-03-31 | $22M | 258k | 83.58 |
| 2023-12-31 | $22M | 279k | 78.03 |
| 2023-09-30 | $25M | 340k | 72.38 |
| 2023-06-30 | $26M | 344k | 74.33 |
| 2023-03-31 | $28M | 387k | 72.74 |
| 2022-12-31 | $28M | 383k | 72.10 |
| 2022-09-30 | $24M | 370k | 66.13 |
| 2022-06-30 | $27M | 380k | 70.20 |
| 2022-03-31 | $33M | 426k | 77.57 |
| 2021-12-31 | $28M | 348k | 80.90 |
| 2021-09-30 | $26M | 349k | 73.50 |
| 2021-06-30 | $3.9M | 53k | 73.61 |
| 2021-03-31 | $2.2M | 31k | 69.09 |
| 2020-12-31 | $1.7M | 25k | 67.71 |
| 2020-09-30 | $1.6M | 25k | 63.74 |
| 2020-06-30 | $1.4M | 23k | 60.56 |
| 2020-03-31 | $835k | 15k | 54.18 |