Ishares Tr usa min vo shares owned by NEXT Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by NEXT Financial
from 13F filings
Historical chart of NEXT Financial investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by NEXT Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $6.4M | 79k | 80.90 |
| 2021-09-30 | $4.2M | 58k | 73.51 |
| 2021-06-30 | $3.5M | 48k | 73.43 |
| 2021-03-31 | $4.0M | 58k | 69.07 |
| 2020-12-31 | $4.1M | 60k | 67.87 |
| 2020-09-30 | $4.1M | 65k | 63.81 |
| 2020-06-30 | $5.2M | 86k | 60.63 |
| 2020-03-31 | $5.0M | 92k | 54.01 |
| 2019-12-31 | $6.9M | 105k | 65.61 |
| 2019-09-30 | $7.4M | 115k | 64.19 |
| 2019-06-30 | $7.0M | 114k | 61.75 |
| 2019-03-31 | $1.2M | 20k | 58.82 |
| 2018-12-31 | $5.5M | 105k | 52.40 |
| 2018-09-30 | $1.2M | 21k | 57.04 |
| 2018-06-30 | $1.4M | 26k | 53.15 |
| 2018-03-31 | $4.2M | 81k | 51.93 |
| 2017-12-31 | $2.9M | 54k | 52.78 |
| 2017-09-30 | $2.9M | 57k | 51.03 |
| 2017-06-30 | $2.7M | 56k | 48.92 |
| 2017-03-31 | $2.6M | 54k | 48.38 |
| 2016-12-31 | $3.1M | 68k | 45.22 |
| 2016-09-30 | $3.1M | 68k | 45.44 |
| 2016-06-30 | $2.8M | 60k | 46.21 |
| 2016-03-31 | $2.6M | 58k | 43.91 |
| 2015-12-31 | $352k | 8.4k | 41.78 |
| 2015-09-30 | $367k | 9.3k | 39.52 |
| 2015-06-30 | $144k | 3.6k | 40.25 |
| 2015-03-31 | $331k | 8.0k | 41.17 |
| 2014-12-31 | $301k | 7.4k | 40.51 |
| 2014-09-30 | $93k | 2.5k | 37.71 |