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Ishares Tr usa min vo shares owned by BMS Financial Advisors

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

Historical chart of BMS Financial 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 BMS Financial Advisors 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 BMS Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $1.1M 14k 74.33
2023-03-31 $1.6M 21k 72.74
2022-12-31 $1.8M 23k 80.90
2022-09-30 $5.3M 80k 66.10
2022-06-30 $1.8M 23k 80.90
2022-03-31 $1.5M 19k 77.58
2021-12-31 $1.8M 23k 80.90