iShares Trust (USMV) Position Boosted by M Holdings Securities Inc.

M Holdings Securities Inc. grew its position in iShares Trust (BATS:USMV) by 14.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,379 shares of the company’s stock after acquiring an additional 1,452 shares during the period. M Holdings Securities Inc.’s holdings in iShares Trust were worth $543,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of USMV. Signature Estate & Investment Advisors LLC purchased a new stake in iShares Trust in the fourth quarter valued at approximately $101,000. Aevitas Wealth Management Inc. purchased a new position in shares of iShares Trust in the fourth quarter valued at $116,000. WealthShield LLC acquired a new stake in iShares Trust in the fourth quarter valued at $133,000. Truewealth LLC acquired a new stake in iShares Trust in the fourth quarter valued at $153,000. Finally, Eldridge Investment Advisors Inc. acquired a new stake in iShares Trust in the fourth quarter valued at $204,000.

Shares of BATS:USMV traded down $0.90 on Friday, reaching $51.49. 157,592 shares of the company’s stock were exchanged. iShares Trust has a fifty-two week low of $47.44 and a fifty-two week high of $55.45.

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Institutional Ownership by Quarter for iShares Trust (BATS:USMV)

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