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

Brown Wealth Management, LLC

$277 Billion
Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Brown Wealth Management, LLC holds 41,353 shares of USMV stock, worth $3.8 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

41,353

Previous 41,733 0.91%

Holding current value

$3.8 Million

Previous $3.5 Billion 7.76%

% of portfolio

1.36%

Previous 1.41%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$83.76 - $91.82 $31,828 - $34,891	-380 Reduced 0.91%	41,353 $3.78 Billion
Q2 2024 Aug 13, 2024	SELL	$79.92 - $84.63 $38,361 - $40,622	-480 Reduced 1.14%	41,733 $3.5 Billion
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $103,943 - $111,579	-1,335 Reduced 3.07%	42,213 $3.53 Billion
Q4 2023 Feb 14, 2024	SELL	$70.56 - $78.63 $463,296 - $516,284	-6,566 Reduced 13.1%	43,548 $3.4 Billion
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $3.08 Million - $3.24 Million	-42,620 Reduced 45.96%	50,114 $3.63 Billion
Q2 2023 Aug 08, 2023	BUY	$71.44 - $74.33 $6.62 Million - $6.89 Million	92,734 New	92,734 $6.89 Billion

Others Institutions Holding USMV

# of Institutions

1,281

Shares Held

200M

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