Ishares Tr usa min vo shares owned by Summit Financial
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr usa min vo held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr usa min vo by Summit Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $781k | 9.4k | 83.58 |
2023-12-31 | $642k | 8.2k | 78.03 |
2023-09-30 | $601k | 8.3k | 72.77 |
2023-06-30 | $697k | 9.4k | 74.33 |
2023-03-31 | $849k | 12k | 72.74 |
2022-12-31 | $700k | 9.7k | 72.10 |
2022-09-30 | $640k | 9.7k | 66.10 |
2022-06-30 | $282k | 4.0k | 70.20 |
2022-03-31 | $312k | 4.0k | 77.56 |
2021-12-31 | $402k | 5.0k | 80.89 |
2021-09-30 | $365k | 5.0k | 73.49 |
2021-06-30 | $296k | 4.0k | 73.60 |
2021-03-31 | $278k | 4.0k | 69.18 |
2020-12-31 | $314k | 4.6k | 67.88 |