Ishares Tr usa min vo shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 15k | 78.03 |
| 2023-09-30 | $1.2M | 17k | 72.77 |
| 2023-06-30 | $1.3M | 17k | 74.33 |
| 2023-03-31 | $1.3M | 18k | 72.74 |
| 2022-12-31 | $1.3M | 18k | 72.10 |
| 2022-09-30 | $1.4M | 22k | 66.12 |
| 2022-06-30 | $1.5M | 22k | 70.22 |
| 2022-03-31 | $1.8M | 23k | 77.58 |
| 2021-12-31 | $1.9M | 23k | 80.92 |
| 2021-09-30 | $1.7M | 23k | 73.51 |
| 2021-06-30 | $1.7M | 23k | 73.60 |
| 2021-03-31 | $1.7M | 25k | 69.17 |
| 2020-12-31 | $1.8M | 27k | 67.88 |
| 2020-09-30 | $144k | 11k | 13.08 |
| 2020-06-30 | $1.6M | 27k | 60.65 |
| 2019-12-31 | $1.9M | 30k | 65.60 |
| 2019-09-30 | $1.9M | 30k | 64.09 |
| 2019-06-30 | $1.8M | 30k | 61.72 |
| 2019-03-31 | $1.9M | 32k | 58.80 |
| 2018-12-31 | $1.7M | 32k | 52.45 |
| 2018-09-30 | $1.9M | 32k | 57.29 |
| 2018-06-30 | $1.8M | 33k | 53.44 |
| 2018-03-31 | $1.7M | 1.7M | 1.00 |
| 2017-12-31 | $1.9M | 35k | 54.57 |