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Ishares Tr usa min vo shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 127k 91.31
2024-06-30 $11M 135k 83.96
2024-03-31 $2.7M 32k 83.58
2023-12-31 $2.9M 37k 78.03

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

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