Beaumont Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,253 shares of USMV stock, worth $394,891. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,253

Previous 4,879 12.83%

Holding current value

$394,891

Previous $445,000 15.28%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$88.59 - $94.57 $55,457 - $59,200	-626 Reduced 12.83%	4,253 $377,000
Q3 2024 Oct 09, 2024	BUY	$83.76 - $91.82 $10,721 - $11,752	128 Added 2.69%	4,879 $445,000
Q2 2024 Jul 24, 2024	SELL	$79.92 - $84.63 $39,480 - $41,807	-494 Reduced 9.42%	4,751 $398,000
Q1 2024 May 10, 2024	BUY	$77.86 - $83.58 $5,294 - $5,683	68 Added 1.31%	5,245 $438,000
Q4 2023 Jan 31, 2024	SELL	$70.56 - $78.63 $37,890 - $42,224	-537 Reduced 9.4%	5,177 $403,000
Q3 2023 Nov 01, 2023	BUY	$72.38 - $76.06 $5,500 - $5,780	76 Added 1.35%	5,714 $413,000
Q2 2023 Aug 02, 2023	BUY	$71.44 - $74.33 $8,215 - $8,547	115 Added 2.08%	5,638 $419,000
Q1 2023 May 08, 2023	BUY	$69.12 - $73.78 $15,690 - $16,748	227 Added 4.29%	5,523 $401,000
Q4 2022 Jan 25, 2023	BUY	$65.75 - $75.5 $348,212 - $399,848	5,296 New	5,296 $0

Others Institutions Holding USMV

# of Institutions

1,346

Shares Held

207M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History