Ishares Tr usa min vo shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 24k | 91.31 |
| 2024-06-30 | $2.0M | 24k | 83.96 |
| 2024-03-31 | $2.0M | 24k | 83.58 |
| 2023-12-31 | $1.9M | 24k | 78.03 |
| 2023-09-30 | $1.4M | 19k | 72.38 |
| 2023-06-30 | $1.5M | 20k | 74.33 |
| 2023-03-31 | $1.4M | 20k | 72.74 |
| 2022-12-31 | $1.4M | 20k | 72.10 |
| 2022-09-30 | $1.3M | 19k | 66.08 |
| 2022-06-30 | $1.3M | 18k | 70.21 |
| 2022-03-31 | $1.4M | 18k | 77.55 |
| 2021-12-31 | $1.6M | 20k | 80.90 |
| 2021-09-30 | $1.4M | 19k | 73.50 |
| 2021-06-30 | $1.4M | 19k | 73.61 |
| 2021-03-31 | $1.4M | 20k | 69.19 |
| 2020-12-31 | $1.8M | 26k | 67.90 |
| 2020-09-30 | $3.1M | 51k | 60.62 |
| 2020-06-30 | $3.1M | 51k | 60.62 |
| 2020-03-31 | $3.4M | 63k | 54.04 |
| 2019-12-31 | $5.3M | 80k | 65.59 |
| 2019-09-30 | $5.0M | 78k | 64.08 |
| 2019-06-30 | $4.7M | 75k | 61.73 |
| 2019-03-31 | $4.6M | 79k | 58.80 |
| 2018-12-31 | $4.6M | 88k | 52.41 |
| 2016-12-31 | $4.2M | 91k | 46.52 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners