A detailed history of Adamsbrown Wealth Consultants LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 3,327 shares of USMV stock, worth $298,797. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,327
Previous 3,097 7.43%
Holding current value
$298,797
Previous $260,000 16.54%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$83.76 - $91.82 $19,264 - $21,118
230 Added 7.43%
3,327 $303,000
Q1 2024

Apr 30, 2024

SELL
$77.86 - $83.58 $9,576 - $10,280
-123 Reduced 3.82%
3,097 $258,000
Q4 2023

Jan 29, 2024

BUY
$70.56 - $78.63 $10,513 - $11,715
149 Added 4.85%
3,220 $251,000
Q3 2023

Oct 24, 2023

BUY
$72.38 - $76.06 $222,278 - $233,580
3,071 New
3,071 $222,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Adamsbrown Wealth Consultants LLC Portfolio

Follow Adamsbrown Wealth Consultants LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adamsbrown Wealth Consultants LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adamsbrown Wealth Consultants LLC with notifications on news.