Ishares Tr usa min vo shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by FRG Family Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 14k | 91.31 |
| 2024-06-30 | $1.2M | 14k | 85.50 |
| 2024-03-31 | $1.2M | 14k | 80.45 |
| 2023-12-31 | $1.1M | 14k | 78.03 |
| 2023-09-30 | $1.4M | 20k | 72.38 |
| 2023-06-30 | $1.5M | 20k | 74.33 |
| 2023-03-31 | $1.4M | 20k | 72.74 |
| 2022-12-31 | $1.4M | 20k | 72.10 |
| 2022-09-30 | $1.6M | 25k | 66.09 |
| 2022-06-30 | $1.7M | 25k | 70.22 |
| 2022-03-31 | $1.9M | 25k | 77.56 |
| 2021-12-31 | $2.1M | 26k | 80.89 |
| 2021-09-30 | $2.5M | 34k | 73.51 |
| 2021-06-30 | $2.5M | 34k | 73.60 |
| 2021-03-31 | $2.6M | 37k | 69.19 |
| 2020-12-31 | $3.1M | 46k | 67.89 |
| 2020-09-30 | $3.8M | 60k | 63.72 |
| 2020-06-30 | $4.5M | 74k | 60.63 |
| 2020-03-31 | $4.5M | 84k | 54.01 |
| 2019-12-31 | $5.5M | 85k | 65.60 |
| 2019-09-30 | $2.4M | 38k | 64.09 |
More positions owned by FRG Family Wealth Advisors
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