Legacy Private Trust »

Ishares Tr usa min vo shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust 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 Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr usa min vo by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2012-12-31 $13M 448k 29.04
2012-09-30 $1.6M 54k 29.72
2012-06-30 $388k 13k 28.95

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

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