Ishares Tr usa min vo shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management 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 Warren Averett Asset Management 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 Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $222k | 2.9k | 78.04 |
| 2023-09-30 | $554k | 7.7k | 72.38 |
| 2023-06-30 | $687k | 9.2k | 74.33 |
| 2023-03-31 | $6.0M | 82k | 72.74 |
| 2022-12-31 | $5.9M | 82k | 72.10 |
| 2022-09-30 | $3.1M | 47k | 66.10 |
| 2022-06-30 | $3.6M | 51k | 70.21 |
More positions owned by Warren Averett Asset Management
View all positions for Warren Averett Asset Management