Ishares Tr usa min vo shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 29k | 91.31 |
| 2024-06-30 | $3.2M | 38k | 83.96 |
| 2024-03-31 | $3.2M | 38k | 83.58 |
| 2023-09-30 | $4.8M | 67k | 72.38 |
| 2023-06-30 | $5.4M | 73k | 74.33 |
| 2023-03-31 | $5.7M | 78k | 72.74 |
| 2022-12-31 | $14M | 196k | 72.10 |
| 2022-09-30 | $13M | 191k | 66.10 |
| 2022-06-30 | $15M | 213k | 70.21 |
| 2022-03-31 | $17M | 217k | 77.57 |
| 2021-12-31 | $18M | 224k | 80.90 |
| 2021-09-30 | $15M | 203k | 73.50 |
| 2021-06-30 | $14M | 196k | 73.61 |
| 2020-12-31 | $15M | 216k | 67.88 |
| 2020-06-30 | $9.3M | 154k | 60.63 |
| 2019-12-31 | $2.1M | 32k | 65.60 |
| 2019-09-30 | $2.1M | 33k | 64.10 |
| 2019-06-30 | $2.1M | 34k | 61.74 |
| 2019-03-31 | $2.0M | 35k | 58.81 |
| 2018-12-31 | $1.9M | 36k | 52.40 |
| 2018-09-30 | $1.1M | 20k | 57.05 |
| 2018-06-30 | $1.9M | 36k | 53.15 |
| 2018-03-31 | $2.1M | 41k | 51.92 |
| 2017-12-31 | $2.2M | 41k | 52.77 |
| 2017-09-30 | $2.0M | 40k | 50.33 |
| 2017-06-30 | $2.3M | 47k | 48.93 |
| 2017-03-31 | $2.3M | 48k | 47.71 |
| 2016-12-31 | $3.0M | 67k | 45.22 |
| 2016-09-30 | $9.0M | 199k | 45.43 |
| 2016-06-30 | $9.4M | 202k | 46.21 |
| 2016-03-31 | $8.7M | 198k | 43.93 |
| 2015-12-31 | $7.4M | 177k | 41.82 |
| 2015-09-30 | $7.1M | 180k | 39.59 |
| 2015-06-30 | $7.3M | 181k | 40.32 |
| 2015-03-31 | $7.5M | 181k | 41.26 |
| 2014-12-31 | $6.3M | 157k | 40.48 |
| 2014-09-30 | $15k | 400 | 37.50 |