A detailed history of Beacon Financial Group transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beacon Financial Group holds 4,321 shares of USMV stock, worth $386,772. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,321
Previous 4,027 7.3%
Holding current value
$386,772
Previous $338,000 16.57%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$83.76 - $91.82 $24,625 - $26,995
294 Added 7.3%
4,321 $394,000
Q2 2024

Aug 06, 2024

SELL
$79.92 - $84.63 $14,465 - $15,318
-181 Reduced 4.3%
4,027 $338,000
Q1 2024

May 07, 2024

SELL
$77.86 - $83.58 $1.64 Million - $1.76 Million
-21,117 Reduced 83.38%
4,208 $351,000
Q4 2023

Feb 23, 2024

BUY
$70.56 - $78.63 $1.11 Million - $1.24 Million
15,715 Added 163.53%
25,325 $1.98 Million
Q3 2023

Oct 16, 2023

BUY
$72.38 - $76.06 $695,571 - $730,936
9,610 New
9,610 $720,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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