Ownership history in Bowman & Co S.C. · 17 quarters on record
This page tracks every 13F SEC filing in which Bowman & Co S.C. reported a position in ISHARES TR (USMV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 31,020 | +82 | +0.3% | 1.23% | $2.9M | $93.77 |
| 2025 Q3 | ADDED | 30,938 | +613 | +2.0% | 1.24% | $2.9M | $94.36 |
| 2025 Q2 | REDUCED | 30,325 | -249 | -0.8% | 1.27% | $2.8M | $92.74 |
| 2025 Q1 | REDUCED | 30,574 | -14,006 | -31.4% | 1.41% | $2.9M | $92.21 |
| 2024 Q4 | REDUCED | 44,580 | -6,096 | -12.0% | 2.05% | $4.0M | $87.11 |
| 2024 Q3 | REDUCED | 50,676 | -2,452 | -4.6% | 2.43% | $4.6M | $89.17 |
| 2024 Q2 | REDUCED | 53,128 | -1,136 | -2.1% | 2.58% | $4.5M | $81.63 |
| 2024 Q1 | REDUCED | 54,264 | -2,542 | -4.5% | 2.74% | $4.5M | $80.97 |
| 2023 Q4 | REDUCED | 56,806 | -262 | -0.5% | 3.09% | $4.4M | $75.26 |
| 2023 Q3 | REDUCED | 57,068 | -16,150 | -22.1% | 3.29% | $4.1M | $69.43 |
As of 2025 Q4 — sorted by position size