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Ishares Tr usa min vo shares owned by Clear Perspectives Financial Planning

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

Historical chart of Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning 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 Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $669k 9.2k 72.74
2022-12-31 $1.0M 14k 72.10
2022-09-30 $1.1M 16k 66.09
2022-06-30 $48k 689 69.67
2022-03-31 $8.0k 100 80.00
2021-12-31 $8.0k 100 80.00
2021-09-30 $7.0k 100 70.00
2021-06-30 $7.0k 100 70.00
2021-03-31 $7.0k 100 70.00
2020-12-31 $7.0k 100 70.00

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo