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Ishares Tr usa min vo shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group 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 Hart & Patterson Financial Group 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 Hart & Patterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $479k 5.4k 88.79
2024-09-30 $460k 5.0k 91.31
2023-12-31 $541k 6.9k 78.03

More positions owned by Hart & Patterson Financial Group

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Spdr Ser Tr Portfli High Yld (SPHY)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hart & Patterson Financial Group

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
UBS Group
Wells Fargo & Company
Catalyst Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Millburn Ridgefield
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo