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Ishares Tr usa min vo shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors 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 Farther Finance Advisors 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 26k 83.28
2023-12-31 $2.8M 36k 78.03
2023-09-30 $3.0M 42k 72.38
2023-06-30 $2.5M 34k 74.33
2023-03-31 $2.0M 27k 72.74
2022-12-31 $1.3M 18k 72.10

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
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Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Microsoft Corp Stock (MSFT)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance Advisors

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