Modern Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Modern Wealth Management, LLC holds 58,270 shares of USMV stock, worth $5.25 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
58,270
Previous 53,548 8.82%
Holding current value
$5.25 Million
Previous $4.44 Billion 10.2%
% of portfolio
0.36%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$79.92 - $84.63 $377,382 - $399,622
4,722 Added 8.82%
58,270 $4.89 Billion
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $28,263 - $30,339
-363 Reduced 0.67%
53,548 $4.44 Billion
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $3.8 Million - $4.24 Million
53,911 New
53,911 $4.21 Billion

Others Institutions Holding USMV

# of Institutions
1,253
Shares Held
204M
Call Options Held
16.1K
Put Options Held
3.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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