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Ishares Tr usa min vo shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth Management 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 MGB Wealth Management 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 25k 91.26
2024-06-30 $2.2M 26k 85.54
2024-03-31 $2.2M 27k 83.57
2023-12-31 $2.1M 27k 78.02

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View all positions for MGB Wealth Management

Top funds holding Ishares Tr usa min vo

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

View all funds holding Ishares Tr usa min vo