Badgley Phelps Wealth Managers, LLC Ishares Msci Usa Min Vol Facto Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 2,700 shares of USMV stock, worth $251,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,700
Previous 2,400 12.5%
Holding current value
$251,262
Previous $219,000 9.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 10, 2025
BUY
$88.59 - $94.57 $26,577 - $28,370
300 Added 12.5%
2,700 $239,000
Q1 2024

May 15, 2024
BUY
$77.86 - $83.58 $186,864 - $200,592
2,400 New
2,400 $200,000
Q2 2023

Aug 14, 2023
SELL
$71.44 - $74.33 $76,297 - $79,384
-1,068 Reduced 24.79%
3,240 $240,000
Q1 2023

Apr 28, 2023
BUY
$69.12 - $73.78 $90,408 - $96,504
1,308 Added 43.6%
4,308 $313,000
Q4 2022

Jan 27, 2023
BUY
$65.75 - $75.5 $197,250 - $226,500
3,000 New
3,000 $0
Q4 2021

Feb 08, 2022
BUY
$73.28 - $81.04 $219,840 - $243,120
3,000 New
3,000 $243,000

Others Institutions Holding USMV

# of Institutions
1,383
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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