Ishares Tr usa min vo shares owned by UMA Financial Services
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial 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 UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr usa min vo by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 15k | 92.24 |
| 2024-06-30 | $1.3M | 15k | 86.62 |
| 2024-03-31 | $1.2M | 15k | 79.92 |
| 2023-12-31 | $3.5M | 44k | 79.52 |
| 2023-09-30 | $4.3M | 59k | 72.83 |
| 2023-06-30 | $5.4M | 73k | 74.25 |
| 2023-03-31 | $5.3M | 73k | 73.67 |
| 2022-12-31 | $4.9M | 68k | 72.70 |
| 2022-09-30 | $3.6M | 52k | 68.88 |
| 2022-06-30 | $3.8M | 51k | 73.56 |
| 2022-03-31 | $3.3M | 43k | 75.10 |
| 2021-12-31 | $3.9M | 49k | 78.56 |
| 2021-09-30 | $1.6M | 21k | 75.72 |
| 2021-06-30 | $1.9M | 25k | 75.46 |
| 2021-03-31 | $2.5M | 36k | 70.53 |
| 2020-12-31 | $2.3M | 34k | 67.81 |
| 2020-09-30 | $5.2M | 83k | 62.55 |
| 2020-06-30 | $5.0M | 78k | 64.26 |
| 2020-03-31 | $4.3M | 74k | 58.39 |
| 2019-12-31 | $5.6M | 85k | 66.40 |
| 2019-09-30 | $5.1M | 79k | 64.32 |