A detailed history of Asset Dedication, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Asset Dedication, LLC holds 8,377 shares of USMV stock, worth $782,746. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,377
Previous 8,256 1.47%
Holding current value
$782,746
Previous $693,000 10.25%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2024

BUY
$83.76 - $91.82 $10,134 - $11,110
121 Added 1.47%
8,377 $764,000
Q2 2024

Aug 06, 2024

BUY
$79.92 - $84.63 $659,819 - $698,705
8,256 New
8,256 $693,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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

Track Asset Dedication, LLC Portfolio

Follow Asset Dedication, 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 Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.