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Ishares Tr usa min vo shares owned by LM Advisors

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

Historical chart of LM 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 LM 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 LM Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $447k 5.0k 88.78
2024-03-31 $421k 5.0k 83.61
2023-12-31 $393k 5.0k 78.03

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Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo