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Ishares Tr usa min vo shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group 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 Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 23k 83.58
2023-12-31 $2.3M 30k 78.03
2023-09-30 $1.9M 26k 72.38
2023-06-30 $717k 9.7k 74.33
2023-03-31 $874k 12k 72.74

More positions owned by Atomi Financial Group

Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Coinbase Global Com Cl A Call Option (COIN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Intl Eqty Factor (INTF)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Atomi Financial Group

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
FMR
Raymond James & Associates
Pnc Financial Services
Envestnet Asset Management
BlackRock
LPL Financial
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield

View all funds holding Ishares Tr usa min vo