News + Filings Holdings
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GeoWealth Management, LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 44,980 | -14,695 | 3,344,000 | -998,000 | $74.34 |
| 03/31/2023 | iSHARES TRUST | USMV | 59,675 | 21,366 | 4,342,000 | 1,810,000 | $72.76 |
| 09/30/2022 | iSHARES TRUST | USMV | 38,309 | 2,596 | 2,532,000 | 25,000 | $66.09 |
| 06/30/2022 | iSHARES TRUST | USMV | 35,713 | -32,365 | 2,507,000 | -2,773,000 | $70.20 |
| 03/31/2022 | iSHARES TRUST | USMV | 68,078 | 22,088 | 5,280,000 | 1,560,000 | $77.56 |
| 12/31/2021 | iSHARES TRUST | USMV | 45,990 | -51,614 | 3,720,000 | -3,454,000 | $80.89 |
| 09/30/2021 | iSHARES TRUST | USMV | 97,604 | 44,929 | 7,174,000 | 3,296,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 52,675 | 52,675 | 3,878,000 | 3,878,000 | $73.62 |
| 03/31/2021 | iSHARES TRUST | USMV | 0 | -52,616 | 0 | -3,575,000 | |
| 12/31/2020 | iSHARES TRUST | USMV | 52,616 | -3,840 | 3,575,000 | -23,000 | $67.95 |
| 09/30/2020 | iSHARES TRUST | USMV | 56,456 | 56,456 | 3,598,000 | 3,598,000 | $63.73 |
| 06/30/2020 | iSHARES TRUST | USMV | 0 | -47,611 | 0 | -2,571,000 | |
| 03/31/2020 | iSHARES TRUST | USMV | 47,611 | -39,785 | 2,571,000 | -3,162,000 | $54.00 |
| 12/31/2019 | iSHARES TRUST | USMV | 87,396 | 79,783 | 5,733,000 | 5,245,000 | $65.60 |
| 09/30/2019 | iSHARES TRUST | USMV | 7,613 | 2,913 | 488,000 | 198,000 | $64.10 |
| 06/30/2019 | iSHARES TRUST | USMV | 4,700 | 4,700 | 290,000 | 290,000 | $61.70 |
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