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Ishares Tr msci usavalfct shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usavalfct held by Mariner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usavalfct by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 53k 109.04
2024-06-30 $5.2M 51k 103.46
2024-03-31 $10M 94k 108.31
2023-12-31 $3.6M 36k 101.16
2023-09-30 $1.8M 20k 90.72
2023-06-30 $1.9M 20k 93.79
2023-03-31 $2.1M 22k 92.58
2022-12-31 $1.9M 21k 91.16
2022-09-30 $1.5M 18k 81.88
2022-06-30 $1.2M 13k 90.54
2022-03-31 $1.8M 17k 104.60
2021-12-31 $2.4M 22k 109.49
2020-06-30 $754k 10k 72.24
2020-03-31 $738k 12k 63.04
2019-12-31 $1.3M 14k 89.70
2019-09-30 $1.0M 12k 82.06
2019-06-30 $1.1M 14k 81.19
2019-03-31 $962k 12k 79.89
2018-12-31 $811k 11k 72.61
2018-09-30 $977k 11k 87.89
2018-06-30 $817k 9.9k 82.66
2018-03-31 $823k 10k 82.05
2017-12-31 $827k 9.9k 83.67