Ishares Tr usa min vo shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 24k | 88.79 |
| 2024-09-30 | $2.2M | 24k | 91.31 |
| 2024-06-30 | $2.0M | 24k | 83.96 |
| 2024-03-31 | $2.0M | 24k | 83.58 |
| 2023-12-31 | $1.9M | 24k | 78.03 |
| 2023-09-30 | $1.8M | 25k | 72.38 |
| 2023-06-30 | $1.4M | 19k | 74.33 |
| 2023-03-31 | $1.2M | 17k | 72.74 |
| 2022-12-31 | $1.2M | 17k | 72.11 |
| 2022-09-30 | $369k | 5.6k | 66.01 |
| 2022-06-30 | $392k | 5.6k | 70.13 |
| 2022-03-31 | $434k | 5.6k | 77.64 |
| 2021-12-31 | $645k | 8.0k | 80.88 |