Ishares Tr usa min vo shares owned by Wealth Alliance
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance 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 Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Ishares Tr usa min vo by Wealth Alliance
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.1M | 27k | 78.03 |
2023-09-30 | $3.3M | 46k | 72.38 |
2023-06-30 | $4.0M | 54k | 74.33 |
2023-03-31 | $3.5M | 48k | 72.74 |
2022-12-31 | $2.4M | 33k | 72.10 |
2022-09-30 | $2.0M | 30k | 66.10 |
2022-06-30 | $1.4M | 20k | 70.20 |
2022-03-31 | $1.4M | 19k | 77.57 |
2021-12-31 | $1.4M | 18k | 80.88 |
2021-03-31 | $290k | 4.2k | 69.13 |
2020-12-31 | $305k | 4.5k | 67.96 |