Bergan Kdv Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,141 shares of USMV stock, worth $95,570. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,141
Previous 1,141 -0.0%
Holding current value
$95,570
Previous $82,000 2.44%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 05, 2020
SELL
$60.74 - $66.36 $256,201 - $279,906
-4,218 Reduced 78.71%
1,141 $73,000
Q2 2020

Aug 13, 2020
BUY
$51.94 - $64.01 $219,082 - $269,994
4,218 Added 369.68%
5,359 $325,000
Q3 2019

Nov 08, 2019
SELL
$61.12 - $64.69 $79,456 - $84,097
-1,300 Reduced 53.26%
1,141 $73,000
Q2 2019

Aug 12, 2019
BUY
$58.77 - $62.47 $76,401 - $81,211
1,300 Added 113.94%
2,441 $151,000
Q3 2018

Nov 09, 2018
BUY
$53.24 - $57.58 $372 - $403
7 Added 0.62%
1,141 $65,000
Q2 2018

Jul 23, 2018
BUY
$51.06 - $53.87 $57,902 - $61,088
1,134 New
1,134 $60,000

Others Institutions Holding USMV

# of Institutions
1,242
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
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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