Ishares Tr usa min vo shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $914k | 11k | 83.76 |
| 2024-03-31 | $915k | 11k | 83.58 |
| 2023-12-31 | $851k | 11k | 78.03 |
| 2023-09-30 | $803k | 11k | 72.24 |
| 2023-06-30 | $826k | 11k | 74.33 |
| 2023-03-31 | $808k | 11k | 72.74 |
| 2022-12-31 | $801k | 11k | 72.10 |
| 2022-09-30 | $780k | 12k | 66.11 |
| 2022-06-30 | $899k | 13k | 70.24 |
| 2022-03-31 | $1.1M | 14k | 77.58 |
| 2021-12-31 | $1.2M | 15k | 80.93 |
| 2021-09-30 | $1.3M | 18k | 73.47 |
| 2021-06-30 | $1.3M | 18k | 73.61 |
| 2021-03-31 | $1.3M | 19k | 69.21 |
| 2020-12-31 | $1.3M | 19k | 67.88 |
| 2020-09-30 | $1.2M | 19k | 63.74 |
| 2020-06-30 | $1.1M | 19k | 60.65 |
| 2020-03-31 | $1.0M | 19k | 53.98 |
| 2019-12-31 | $1.2M | 19k | 65.60 |
| 2019-09-30 | $1.8M | 29k | 63.95 |
| 2019-06-30 | $2.5M | 41k | 61.73 |
| 2019-03-31 | $2.7M | 47k | 58.81 |
| 2018-12-31 | $1.4M | 27k | 52.40 |
More positions owned by Graves-Light Private Wealth Management
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