Ishares Tr usa min vo shares owned by Forum Private Client Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Forum Private Client Group
from 13F filings
Historical chart of Forum Private Client Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Forum Private Client Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.5M | 45k | 78.03 |
| 2023-06-30 | $6.3M | 85k | 74.33 |
| 2023-03-31 | $7.4M | 102k | 72.74 |
| 2022-12-31 | $8.1M | 112k | 72.10 |
| 2022-09-30 | $7.7M | 116k | 66.10 |
| 2022-06-30 | $8.4M | 120k | 70.21 |
| 2022-03-31 | $8.4M | 108k | 77.57 |
More positions owned by Forum Private Client Group
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