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Ishares Tr usa min vo shares owned by Concord Asset Management

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

Historical chart of Concord Asset Management 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 Concord Asset Management 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 Concord Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 2.6k 91.31
2024-06-30 $215k 2.6k 83.96
2024-03-31 $215k 2.6k 83.58
2023-12-31 $200k 2.6k 78.03
2023-06-30 $228k 3.1k 74.33
2022-12-31 $499k 6.9k 72.10