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Ishares Tr usa min vo shares owned by Carson Advisory

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

Historical chart of Carson Advisory 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 Carson Advisory 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 Carson Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $217k 2.4k 91.31
2024-06-30 $201k 2.4k 83.95

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Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo