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Ishares Tr msci usavalfct shares owned by Oakworth Capital

Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Oakworth Capital from 13F filings

Historical chart of Oakworth Capital investment in Ishares Tr msci usavalfct

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ishares Tr msci usavalfct by Oakworth Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $15k 161 90.72
2023-03-31 $168k 1.8k 92.59

More positions owned by Oakworth Capital

Ishares Russell 1000 Value Mutual Fund/sto (IWD)
Ishares Russell 1000 Growth Mutual Fund/sto (IWF)
Vanguard Total Bond Market Etf Mutual Fund/gov (BND)
Vanguard Ftse Developed Markets Mutual Fund/sto (VEA)
Ishares Russell Mid-cap Mutual Fund/sto (IWR)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Short-term Corp Bd Idx Mutual Fund/cor (VCSH)
Jp Morgan Chase & Co Common Stock (JPM)
Apple Common Stock (AAPL)
Ishares S&p 100 Mutual Fund/sto (OEF)
Jpmorgan Equity Mutual Fund/sto (JEPI)
Spdr S&p Oil & Gas Explor Mutual Fund/sto (XOP)
Alphabet Common Stock (GOOG)
Vanguard Inter-trm Treas Index Mutual Fund/gov (VGIT)
Spdr Gold Shares Mutual Fund/sto (GLD)

View all positions for Oakworth Capital

Top funds holding Ishares Tr msci usavalfct

Matson Money
Mercer Global Advisors
Bank of America Corporation
Wharton Business Group
M^T Bank Corporation
UBS Group
HPM Partners
Pnc Financial Services
Jpmorgan Chase & Co
Commonwealth Equity Services
State Treasurer State Of Michigan
Kathmere Capital Management
Alan Leist III
Raymond James & Associates
Janney Montgomery Scott

View all funds holding Ishares Tr msci usavalfct