Ishares Tr usa min vo shares owned by Lee Financial Group Hawaii
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Lee Financial Group Hawaii
from 13F filings
Historical chart of Lee Financial Group Hawaii investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Lee Financial Group Hawaii
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $650k | 7.8k | 83.35 |
| 2023-12-31 | $606k | 7.8k | 78.03 |
| 2023-09-30 | $556k | 7.7k | 72.38 |
| 2023-06-30 | $571k | 7.7k | 74.26 |
| 2023-03-31 | $581k | 8.0k | 72.74 |
| 2022-12-31 | $735k | 10k | 72.10 |
| 2022-09-30 | $624k | 9.4k | 66.05 |
| 2022-06-30 | $967k | 14k | 70.23 |
| 2022-03-31 | $1.1M | 14k | 77.57 |
| 2021-12-31 | $1.2M | 14k | 80.92 |
| 2021-09-30 | $1.2M | 16k | 73.54 |
| 2021-06-30 | $1.2M | 16k | 73.59 |
| 2021-03-31 | $2.4M | 35k | 69.18 |
| 2020-12-31 | $13M | 192k | 67.88 |
| 2020-09-30 | $14M | 221k | 63.73 |
| 2020-06-30 | $13M | 218k | 60.63 |
| 2020-03-31 | $12M | 214k | 54.01 |
| 2019-12-31 | $14M | 216k | 65.60 |
| 2019-09-30 | $14M | 218k | 64.10 |
| 2019-06-30 | $13M | 216k | 61.73 |
| 2019-03-31 | $29M | 494k | 58.80 |
| 2018-12-31 | $26M | 500k | 52.40 |
| 2018-09-30 | $18M | 308k | 57.04 |
| 2018-06-30 | $15M | 279k | 53.16 |
| 2018-03-31 | $16M | 304k | 51.93 |
| 2017-12-31 | $16M | 298k | 52.78 |
More positions owned by Lee Financial Group Hawaii
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