Ishares Tr usa min vo shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 17k | 91.31 |
| 2024-06-30 | $1.3M | 16k | 83.96 |
| 2024-03-31 | $1.3M | 16k | 83.58 |
| 2023-12-31 | $1.2M | 16k | 78.03 |
| 2023-09-30 | $955k | 13k | 72.38 |
| 2023-06-30 | $280k | 3.8k | 74.33 |
| 2022-06-30 | $4.0k | 61 | 65.57 |
| 2022-03-31 | $10k | 129 | 77.52 |
| 2021-12-31 | $10k | 129 | 77.52 |
| 2021-09-30 | $474k | 6.4k | 73.55 |