Altium Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Altium Wealth Management LLC holds 4,126 shares of USMV stock, worth $369,318. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,126
Previous 3,194 29.18%
Holding current value
$369,318
Previous $248,000 16.94%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 22, 2022
BUY
$66.73 - $79.1 $62,192 - $73,721
932 Added 29.18%
4,126 $290,000
Q1 2022

May 16, 2022
BUY
$71.88 - $80.4 $40,324 - $45,104
561 Added 21.31%
3,194 $248,000
Q4 2021

Jan 31, 2022
BUY
$73.28 - $81.04 $192,946 - $213,378
2,633 New
2,633 $213,000
Q1 2020

Apr 23, 2020
SELL
$46.61 - $69.67 $332,049 - $496,329
-7,124 Closed
0 $0
Q4 2019

Jan 17, 2020
BUY
$62.68 - $65.67 $27,829 - $29,157
444 Added 6.65%
7,124 $467,000
Q3 2019

Nov 12, 2019
SELL
$61.12 - $64.69 $16,808 - $17,789
-275 Reduced 3.95%
6,680 $428,000
Q2 2019

Jul 18, 2019
SELL
$58.77 - $62.47 $1,880 - $1,999
-32 Reduced 0.46%
6,955 $429,000
Q1 2019

Apr 26, 2019
SELL
$51.18 - $58.8 $60,750 - $69,795
-1,187 Reduced 14.52%
6,987 $411,000
Q4 2018

Jan 18, 2019
BUY
$49.77 - $57.05 $59,524 - $68,231
1,196 Added 17.14%
8,174 $428,000
Q3 2018

Nov 13, 2018
SELL
$53.24 - $57.58 $350,425 - $378,991
-6,582 Reduced 48.54%
6,978 $398,000
Q2 2018

Aug 14, 2018
BUY
$51.06 - $53.87 $205,414 - $216,719
4,023 Added 42.18%
13,560 $721,000
Q4 2017

Jun 01, 2018
BUY
$50.5 - $53.37 $481,618 - $508,989
9,537
9,537 $503,000

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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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