GLOBALT Investments LLC / GA »

Ishares Tr usa min vo shares owned by GLOBALT Investments LLC / GA

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by GLOBALT Investments LLC / GA from 13F filings

Historical chart of GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA 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 GLOBALT Investments LLC / GA

Quarter filed Position value Share count Share price at filing
2024-03-31 $458k 5.5k 83.58
2023-12-31 $443k 5.7k 78.03

More positions owned by GLOBALT Investments LLC / GA

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Us Treas Bd Etf (GOVT)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Microsoft Corporation (MSFT)

View all positions for GLOBALT Investments LLC / GA

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo