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Ishares Tr usa min vo shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $499k 5.5k 91.31
2024-06-30 $459k 5.5k 83.96

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares Tr Core Sp500 Etf (IVV)
Ishares Tr Faln Angls Usd (FALN)
Tidal Etf Tr Sofi Enhanced Yl (THTA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)
Vanguard World Mega Cap Index (MGC)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1 3 (BOXX)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Sp 500 Grwt Etf (IVW)

View all positions for Optivise Advisory Services

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