Ishares Tr msci usavalfct shares owned by Bp Wealth Management
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 40k | 125.05 |
| 2025-06-30 | $5.4M | 48k | 113.21 |
| 2025-03-31 | $7.5M | 70k | 106.65 |
| 2024-12-31 | $9.8M | 93k | 105.61 |
| 2024-06-30 | $18M | 169k | 103.46 |
| 2024-03-31 | $26M | 241k | 108.31 |
| 2023-12-31 | $27M | 263k | 101.16 |
| 2023-09-30 | $31M | 342k | 90.72 |
| 2023-06-30 | $36M | 383k | 93.79 |
| 2023-03-31 | $42M | 451k | 92.59 |
| 2022-12-31 | $38M | 419k | 91.14 |
| 2022-09-30 | $23M | 283k | 81.86 |
| 2022-06-30 | $20M | 223k | 90.52 |
| 2022-03-31 | $14M | 137k | 104.57 |
| 2021-12-31 | $3.5M | 32k | 109.46 |