Ishares Tr usa min vo shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Ishares Tr usa min vo by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $852k | 10k | 83.58 |
| 2023-12-31 | $795k | 10k | 78.03 |
| 2023-09-30 | $738k | 10k | 72.38 |
| 2023-06-30 | $757k | 10k | 74.33 |
| 2023-03-31 | $741k | 10k | 72.74 |
| 2022-12-31 | $794k | 11k | 72.10 |
| 2022-09-30 | $728k | 11k | 66.10 |
| 2022-06-30 | $773k | 11k | 70.18 |
| 2022-03-31 | $785k | 11k | 71.27 |
| 2021-12-31 | $836k | 11k | 75.90 |
| 2021-09-30 | $812k | 11k | 73.72 |
| 2021-06-30 | $982k | 13k | 74.95 |
| 2021-03-31 | $1.3M | 18k | 70.50 |
| 2020-12-31 | $1.2M | 18k | 68.36 |
| 2020-09-30 | $1.2M | 18k | 65.32 |
| 2020-06-30 | $1.1M | 19k | 60.72 |
| 2020-03-31 | $996k | 19k | 53.11 |
| 2019-12-31 | $1.2M | 19k | 65.75 |
| 2019-09-30 | $1.2M | 19k | 64.10 |
| 2019-06-30 | $1.2M | 19k | 62.98 |
| 2019-03-31 | $1.0M | 17k | 58.81 |
| 2018-12-31 | $912k | 17k | 53.45 |
| 2018-09-30 | $354k | 6.2k | 57.00 |
| 2018-06-30 | $316k | 6.0k | 53.09 |
| 2018-03-31 | $309k | 6.0k | 51.92 |
| 2017-12-31 | $296k | 5.9k | 50.40 |
| 2017-09-30 | $296k | 5.9k | 50.40 |
| 2017-06-30 | $286k | 5.8k | 48.96 |
| 2017-03-31 | $279k | 5.8k | 47.76 |
| 2016-12-31 | $6.2M | 136k | 45.22 |
| 2016-09-30 | $6.4M | 140k | 45.43 |
| 2016-06-30 | $4.7M | 103k | 46.21 |
| 2016-03-31 | $1.9M | 44k | 43.94 |
| 2015-12-31 | $2.0M | 48k | 41.82 |