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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,579 shares of USMV stock, worth $240,001. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,579
Previous 3,628 28.91%
Holding current value
$240,001
Previous $331,000 31.12%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$88.59 - $94.57 $92,930 - $99,203
-1,049 Reduced 28.91%
2,579 $228,000
Q3 2024

Oct 17, 2024
BUY
$83.76 - $91.82 $303,881 - $333,122
3,628 New
3,628 $331,000
Q2 2023

Jul 24, 2023
SELL
$71.44 - $74.33 $1,786 - $1,858
-25 Reduced 0.62%
4,017 $298,000
Q1 2023

Apr 13, 2023
BUY
$69.12 - $73.78 $1,520 - $1,623
22 Added 0.55%
4,042 $294,000
Q4 2022

Jan 11, 2023
BUY
$65.75 - $75.5 $264,315 - $303,510
4,020 New
4,020 $0

Others Institutions Holding USMV

# of Institutions
1,384
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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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