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Ishares Tr usa min vo shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 31k 91.31
2024-06-30 $3.5M 42k 83.96
2024-03-31 $3.8M 46k 83.59
2023-12-31 $3.8M 49k 78.02
2023-09-30 $3.9M 54k 72.37
2023-06-30 $4.1M 55k 74.33
2023-03-31 $3.7M 51k 72.74
2022-12-31 $3.8M 53k 72.10
2022-09-30 $3.7M 57k 66.08
2022-06-30 $4.0M 57k 70.20
2022-03-31 $4.1M 53k 77.55
2021-12-31 $4.9M 60k 80.89
2021-09-30 $3.9M 53k 73.50
2021-06-30 $3.9M 54k 73.60
2021-03-31 $4.0M 58k 69.20
2020-12-31 $3.9M 57k 67.88
2020-09-30 $3.4M 54k 63.73
2020-06-30 $3.9M 64k 60.64
2020-03-31 $3.8M 71k 54.02
2019-12-31 $5.6M 86k 65.60
2019-09-30 $5.2M 82k 64.10
2019-06-30 $4.9M 79k 61.73
2019-03-31 $4.5M 77k 58.25
2018-12-31 $4.1M 78k 52.40
2018-09-30 $4.7M 83k 57.04
2018-06-30 $4.5M 84k 53.16
2018-03-31 $4.5M 86k 51.93
2017-12-31 $5.1M 97k 52.78
2017-09-30 $4.9M 98k 50.34
2017-06-30 $5.1M 104k 48.93
2017-03-31 $5.0M 106k 47.72
2016-12-31 $4.8M 107k 45.22
2016-09-30 $4.7M 104k 45.43
2016-06-30 $4.4M 95k 46.21
2016-03-31 $442k 10k 43.95
2013-06-30 $133k 4.1k 32.65

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Vanguard Bd Index Short Trm Bond (BSV)
Ishares S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Etf Ser Solutions Aptus Defined (DRSK)

View all positions for First Heartland Consultants

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