IBEX WEALTH ADVISORS's ownership history for USMV

IBEX WEALTH ADVISORS currently holds 83.2K shares with a market value of $7.8M. It started holding USMV on 2024-12-31. At its peak, it held 84.8K shares on 2025-06-30. Its highest holding value was $8.0M on 2025-09-30. At its lowest, it held 61.7K shares on 2024-12-31, with a value of $5.5M on 2024-12-31. In the recent 180 days, IBEX WEALTH ADVISORS has decreased its shares by 1.6K. In the recent year, IBEX WEALTH ADVISORS has increased its shares by 21.5K.