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Ishares Tr usa min vo shares owned by Stonebrook Private

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Stonebrook Private from 13F filings

Historical chart of Stonebrook Private investment in Ishares Tr usa min vo

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All positions including Ishares Tr usa min vo held by Stonebrook Private consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Stonebrook Private

Quarter filed Position value Share count Share price at filing
2024-09-30 $434k 4.7k 91.31
2024-06-30 $1.5M 18k 83.96
2024-03-31 $2.8M 34k 83.58
2023-12-31 $2.9M 37k 78.03

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View all positions for Stonebrook Private

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo