Ishares Tr usa min vo shares owned by Halpern Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 362k | 90.98 |
| 2024-06-30 | $31M | 374k | 83.96 |
| 2024-03-31 | $31M | 379k | 82.66 |
| 2023-12-31 | $31M | 395k | 78.15 |
| 2023-09-30 | $31M | 421k | 72.38 |
| 2023-06-30 | $36M | 488k | 74.33 |
| 2023-03-31 | $38M | 519k | 72.74 |
| 2022-12-31 | $43M | 595k | 72.10 |
| 2022-09-30 | $47M | 709k | 66.10 |
| 2022-06-30 | $48M | 686k | 70.21 |
| 2022-03-31 | $50M | 641k | 77.57 |
| 2021-12-31 | $49M | 605k | 80.90 |
| 2021-09-30 | $44M | 594k | 73.50 |
| 2021-06-30 | $43M | 577k | 73.61 |
| 2021-03-31 | $43M | 625k | 69.19 |
| 2020-12-31 | $40M | 595k | 67.88 |
| 2020-09-30 | $36M | 566k | 63.73 |
| 2020-06-30 | $30M | 501k | 60.63 |
| 2020-03-31 | $19M | 343k | 54.01 |
| 2019-12-31 | $18M | 281k | 65.60 |