Sym Financial Corporation »

Ishares Tr usa min vo shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation 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 Sym Financial Corporation consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-06-30 $255k 3.0k 83.96
2024-03-31 $12k 146 83.58
2023-12-31 $38k 486 78.03
2023-09-30 $11k 146 72.38
2019-12-31 $351k 5.4k 65.51

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dow (DOW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Eli Lilly & Co. (LLY)
PIMCO Corporate Opportunity Fund (PTY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sym Financial Corporation

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