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Ishares Tr usa min vo shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 152k 88.79
2024-09-30 $14M 156k 91.31
2024-06-30 $13M 159k 83.96
2024-03-31 $14M 163k 83.58
2023-12-31 $20M 252k 78.03
2023-09-30 $16M 219k 72.38
2023-06-30 $18M 246k 74.33
2023-03-31 $23M 321k 72.74
2022-12-31 $21M 293k 72.10
2022-09-30 $23M 354k 66.10
2022-06-30 $28M 392k 70.21
2022-03-31 $32M 418k 77.57
2021-12-31 $36M 445k 80.90
2021-09-30 $38M 510k 73.50
2021-06-30 $41M 553k 73.61
2021-03-31 $41M 598k 69.19
2020-12-31 $47M 684k 67.88
2020-09-30 $50M 784k 63.73
2020-06-30 $55M 900k 60.63
2020-03-31 $55M 1.0M 54.01
2019-12-31 $70M 1.1M 65.60
2019-09-30 $70M 1.1M 64.10
2019-06-30 $88M 1.4M 61.73
2019-03-31 $76M 1.3M 58.80
2018-12-31 $60M 1.2M 52.40
2018-09-30 $63M 1.1M 57.04
2018-06-30 $54M 1.0M 53.16
2018-03-31 $52M 1.0M 51.93
2017-12-31 $53M 1.0M 52.78
2017-09-30 $49M 977k 50.34
2017-06-30 $51M 1.1M 48.93
2017-03-31 $50M 1.0M 47.72
2016-12-31 $51M 1.1M 45.22
2016-09-30 $53M 1.2M 45.43
2016-06-30 $49M 1.1M 46.00
2016-03-31 $34M 776k 43.93
2015-12-31 $23M 555k 41.82
2015-09-30 $9.3M 235k 39.59
2015-06-30 $7.7M 190k 40.32
2015-03-31 $4.2M 104k 41.02
2014-12-31 $2.2M 55k 40.48
2014-09-30 $261k 6.9k 37.73

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Nvidia Corporation Common Stock (NVDA)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)

View all positions for United Capital Financial Advisers

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James Financial
FMR
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
Alaska Permanent Fund Corp
Envestnet Asset Management
UBS Group
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Raymond James Financial Services Advisors

View all funds holding Ishares Tr usa min vo