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Ishares Tr usa min vo shares owned by Guidance Point Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Guidance Point Advisors from 13F filings

Historical chart of Guidance Point Advisors 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 Guidance Point Advisors 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 Guidance Point Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $998k 11k 91.31
2024-06-30 $917k 11k 83.96
2024-03-31 $1.6M 19k 83.58

More positions owned by Guidance Point Advisors

JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Guidance Point Advisors

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