A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 18,879 shares of USMV stock, worth $1.69 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
18,879
Previous 19,074 1.02%
Holding current value
$1.69 Million
Previous $1.6 Million 7.62%
% of portfolio
0.6%
Previous 0.59%

Shares

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

Nov 06, 2024

SELL
$83.76 - $91.82 $16,333 - $17,904
-195 Reduced 1.02%
18,879 $1.72 Million
Q2 2024

Jul 30, 2024

BUY
$79.92 - $84.63 $1,678 - $1,777
21 Added 0.11%
19,074 $1.6 Million
Q1 2024

May 07, 2024

BUY
$77.86 - $83.58 $4,749 - $5,098
61 Added 0.32%
19,053 $1.59 Million
Q4 2023

Feb 08, 2024

SELL
$70.56 - $78.63 $17,569 - $19,578
-249 Reduced 1.29%
18,992 $1.48 Million
Q3 2023

Nov 08, 2023

SELL
$72.38 - $76.06 $50,304 - $52,861
-695 Reduced 3.49%
19,241 $1.39 Million
Q2 2023

Aug 07, 2023

BUY
$71.44 - $74.33 $318,050 - $330,917
4,452 Added 28.75%
19,936 $1.48 Million
Q1 2023

May 02, 2023

SELL
$69.12 - $73.78 $475,960 - $508,049
-6,886 Reduced 30.78%
15,484 $1.13 Million
Q4 2022

Feb 07, 2023

BUY
$65.75 - $75.5 $394 - $453
6 Added 0.03%
22,370 $1.61 Million
Q3 2022

Nov 03, 2022

SELL
$66.1 - $76.63 $10,443 - $12,107
-158 Reduced 0.7%
22,364 $1.56 Million
Q2 2022

Aug 01, 2022

SELL
$66.73 - $79.1 $50,914 - $60,353
-763 Reduced 3.28%
22,522 $1.66 Million
Q1 2022

May 02, 2022

BUY
$71.88 - $80.4 $215 - $241
3 Added 0.01%
23,285 $1.81 Million
Q4 2021

Feb 01, 2022

SELL
$73.28 - $81.04 $1,758 - $1,944
-24 Reduced 0.1%
23,282 $1.88 Million
Q3 2021

Nov 01, 2021

SELL
$73.5 - $78.28 $18,595 - $19,804
-253 Reduced 1.07%
23,306 $1.81 Million
Q2 2021

Aug 02, 2021

SELL
$69.72 - $73.7 $121,521 - $128,459
-1,743 Reduced 6.89%
23,559 $1.8 Million
Q1 2021

Apr 21, 2021

SELL
$65.18 - $69.88 $42,301 - $45,352
-649 Reduced 2.5%
25,302 $1.83 Million
Q4 2020

Feb 16, 2021

BUY
$61.66 - $67.88 $1.6 Million - $1.76 Million
25,951 New
25,951 $1.77 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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