Ishares Tr usa min vo shares owned by Private Advisor
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $48M | 530k | 91.31 |
| 2024-06-30 | $48M | 569k | 83.96 |
| 2024-03-31 | $52M | 621k | 83.58 |
| 2023-12-31 | $51M | 655k | 78.03 |
| 2023-09-30 | $57M | 785k | 72.38 |
| 2023-06-30 | $51M | 686k | 74.39 |
| 2023-03-31 | $53M | 729k | 72.74 |
| 2022-12-31 | $2.8M | 758k | 3.70 |
| 2022-09-30 | $45M | 687k | 66.10 |
| 2022-06-30 | $49M | 703k | 70.21 |
| 2022-03-31 | $63M | 775k | 80.90 |
| 2021-12-31 | $63M | 775k | 80.90 |
| 2021-09-30 | $75M | 1.0M | 73.50 |
| 2021-06-30 | $69M | 939k | 73.61 |
| 2021-03-31 | $72M | 1.0M | 69.19 |
| 2020-12-31 | $87M | 1.3M | 67.88 |
| 2020-09-30 | $95M | 1.5M | 63.29 |
| 2020-06-30 | $89M | 1.5M | 60.63 |
| 2020-03-31 | $72M | 1.3M | 54.01 |
| 2019-12-31 | $91M | 1.4M | 65.60 |
| 2019-09-30 | $78M | 1.2M | 64.09 |
| 2019-06-30 | $63M | 1.0M | 61.73 |
| 2019-03-31 | $66M | 1.1M | 58.80 |
| 2018-12-31 | $52M | 983k | 52.40 |
| 2018-09-30 | $47M | 819k | 57.04 |
| 2018-06-30 | $15M | 284k | 53.24 |
| 2018-03-31 | $26M | 499k | 51.93 |
| 2017-12-31 | $15M | 283k | 53.41 |
| 2017-09-30 | $34M | 665k | 50.68 |
| 2017-06-30 | $31M | 633k | 48.77 |
| 2017-03-31 | $28M | 577k | 47.70 |
| 2016-12-31 | $27M | 601k | 45.52 |
| 2016-09-30 | $23M | 511k | 44.71 |
| 2016-06-30 | $23M | 471k | 48.23 |
| 2016-03-31 | $16M | 336k | 46.32 |
| 2015-12-31 | $6.9M | 165k | 41.82 |
| 2015-09-30 | $2.0M | 51k | 39.58 |
| 2015-06-30 | $1.4M | 35k | 40.32 |
| 2015-03-31 | $1.1M | 27k | 41.27 |
| 2014-12-31 | $1.1M | 26k | 40.49 |
| 2014-09-30 | $548k | 15k | 37.69 |
| 2014-06-30 | $373k | 10k | 37.21 |
| 2014-03-31 | $237k | 6.6k | 36.02 |