Ishares Tr usa min vo shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.8M | 36k | 78.03 |
| 2023-09-30 | $4.0M | 55k | 72.38 |
| 2023-06-30 | $5.0M | 67k | 74.33 |
| 2022-12-31 | $7.3M | 101k | 72.10 |
| 2022-09-30 | $6.7M | 101k | 66.10 |
| 2022-06-30 | $7.3M | 105k | 70.21 |
| 2022-03-31 | $8.3M | 106k | 77.57 |
| 2021-12-31 | $8.7M | 107k | 80.90 |
| 2021-09-30 | $7.9M | 108k | 73.50 |
| 2021-06-30 | $8.0M | 108k | 73.61 |
| 2021-03-31 | $7.6M | 110k | 69.19 |
| 2020-12-31 | $11M | 165k | 67.88 |
| 2020-09-30 | $10M | 159k | 63.73 |
| 2020-06-30 | $9.4M | 154k | 60.63 |
| 2020-03-31 | $8.1M | 150k | 54.01 |
| 2019-12-31 | $9.6M | 146k | 65.60 |
| 2019-09-30 | $7.9M | 123k | 64.10 |
| 2019-06-30 | $6.7M | 109k | 61.73 |
| 2019-03-31 | $6.1M | 104k | 58.80 |
| 2018-12-31 | $4.7M | 90k | 52.40 |
| 2018-09-30 | $4.3M | 75k | 57.03 |
| 2018-06-30 | $3.8M | 72k | 53.24 |
| 2018-03-31 | $3.3M | 64k | 51.05 |