Beaird Harris Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 349 shares of USMV stock, worth $32,254. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349
Previous 349 -0.0%
Holding current value
$32,254
Previous $30,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025
SELL
$88.59 - $94.57 $88 - $94
-1 Reduced 0.29%
349 $30,000
Q3 2024

Dec 02, 2024
BUY
$83.76 - $91.82 $83 - $91
1 Added 0.29%
350 $31,000
Q2 2024

Aug 15, 2024
BUY
$79.92 - $84.63 $27,892 - $29,535
349 New
349 $29,000
Q2 2023

Jul 26, 2023
SELL
$71.44 - $74.33 $857 - $891
-12 Closed
0 $0
Q3 2022

Nov 02, 2022
BUY
$66.1 - $76.63 $793 - $919
12 New
12 $1,000
Q2 2022

Aug 12, 2022
SELL
$66.73 - $79.1 $8,074 - $9,571
-121 Closed
0 $0
Q4 2021

May 17, 2022
BUY
$73.28 - $81.04 $8,866 - $9,805
121 New
121 $10,000

Others Institutions Holding USMV

# of Institutions
1,445
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, 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 Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email