Ishares Tr usa min vo shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Ishares Tr usa min vo
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All positions including Ishares Tr usa min vo held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $14k | 172 | 83.58 |
2023-12-31 | $145k | 1.9k | 78.03 |
2023-09-30 | $135k | 1.9k | 72.77 |
2023-06-30 | $138k | 1.9k | 74.33 |
2023-03-31 | $140k | 1.9k | 72.74 |
2022-12-31 | $590k | 8.2k | 72.10 |
2022-09-30 | $382k | 5.8k | 66.10 |
2022-06-30 | $428k | 6.1k | 70.18 |
2022-03-31 | $468k | 6.0k | 77.61 |
2021-12-31 | $462k | 5.7k | 80.91 |
2021-09-30 | $423k | 5.8k | 73.42 |
2021-06-30 | $420k | 5.7k | 73.54 |
2021-03-31 | $395k | 5.7k | 69.16 |
2020-12-31 | $388k | 5.7k | 67.94 |
2020-09-30 | $1.1M | 17k | 63.71 |
2020-06-30 | $1.1M | 19k | 60.63 |
2020-03-31 | $8.3M | 153k | 54.01 |
2019-12-31 | $14M | 206k | 65.60 |
2019-09-30 | $13M | 205k | 64.10 |
2019-06-30 | $13M | 204k | 61.73 |
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