Brass Tax Wealth Management, Inc Ishares Msci Usa Min Vol Facto Transaction History

Brass Tax Wealth Management, Inc

  • $476 Billion
  • Q1 2025

A detailed history of Brass Tax Wealth Management, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Brass Tax Wealth Management, Inc holds 37,394 shares of USMV stock, worth $3.46 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
37,394
Previous 37,366 0.07%
Holding current value
$3.46 Million
Previous $3.32 Billion 5.56%
% of portfolio
0.74%
Previous 0.7%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$87.68 - $94.52 $2,455 - $2,646
28 Added 0.07%
37,394 $3.5 Billion
Q4 2024

Apr 29, 2025
SELL
$88.59 - $94.57 $62,190 - $66,388
-702 Reduced 1.84%
37,366 $3.32 Billion
Q3 2024

Dec 12, 2024
SELL
$83.76 - $91.82 $229,586 - $251,678
-2,741 Reduced 6.72%
38,068 $3.48 Million
Q2 2024

Dec 12, 2024
BUY
$79.92 - $84.63 $3.26 Million - $3.45 Million
40,809 New
40,809 $3.43 Billion
Q1 2024

Jul 31, 2024
BUY
$77.86 - $83.58 $3.19 Million - $3.43 Million
41,024 New
41,024 $3.43 Billion

Others Institutions Holding USMV

# of Institutions
1,415
Shares Held
204M
Call Options Held
8.5K
Put Options Held
33.9K
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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