Ishares Tr msci usavalfct shares owned by Meridian Wealth Partners
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Meridian Wealth Partners
from 13F filings
Historical chart of Meridian Wealth Partners investment in Ishares Tr msci usavalfct
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr msci usavalfct held by Meridian Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr msci usavalfct by Meridian Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 182k | 125.05 |
| 2025-06-30 | $20M | 175k | 113.21 |
| 2025-03-31 | $18M | 169k | 106.65 |
| 2024-12-31 | $18M | 167k | 105.61 |
| 2024-09-30 | $18M | 162k | 109.04 |
| 2024-06-30 | $16M | 152k | 103.46 |
| 2024-03-31 | $16M | 144k | 108.31 |
| 2023-09-30 | $12M | 136k | 90.72 |
| 2023-06-30 | $13M | 136k | 93.79 |
| 2023-03-31 | $12M | 129k | 92.59 |
| 2022-12-31 | $11M | 121k | 91.14 |
| 2022-09-30 | $9.0M | 110k | 81.86 |
| 2022-06-30 | $9.4M | 104k | 90.52 |
| 2022-03-31 | $10M | 97k | 104.57 |
| 2021-12-31 | $10M | 92k | 109.47 |
| 2021-09-30 | $8.9M | 89k | 100.70 |
| 2021-06-30 | $4.9M | 46k | 105.07 |
| 2021-03-31 | $4.7M | 46k | 102.45 |
| 2020-12-31 | $113k | 1.3k | 87.19 |
| 2020-09-30 | $84k | 1.1k | 73.43 |