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Ishares Tr usa min vo shares owned by TCG Advisory Services

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

Historical chart of TCG Advisory Services 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 TCG Advisory Services 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 TCG Advisory Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $270k 3.7k 72.39
2021-12-31 $202k 2.5k 80.70
2021-06-30 $1.1M 16k 73.63
2021-03-31 $4.8M 70k 69.19
2020-12-31 $6.2M 97k 63.73

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Top funds holding Ishares Tr usa min vo

Raymond James Financial
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Ishares Tr usa min vo