A detailed history of Db Wealth Management Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Db Wealth Management Group, LLC holds 4,036 shares of USMV stock, worth $372,119. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,036
Previous 4,094 1.42%
Holding current value
$372,119
Previous $296,000 6.08%
% of portfolio
0.19%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$70.56 - $78.63 $4,092 - $4,560
-58 Reduced 1.42%
4,036 $314,000
Q3 2023

Nov 09, 2023

SELL
$72.38 - $76.06 $9,409 - $9,887
-130 Reduced 3.08%
4,094 $296,000
Q2 2023

Aug 10, 2023

BUY
$71.44 - $74.33 $214 - $222
3 Added 0.07%
4,224 $313,000
Q1 2023

May 12, 2023

BUY
$69.12 - $73.78 $276 - $295
4 Added 0.09%
4,221 $307,000
Q4 2022

Feb 13, 2023

SELL
$65.75 - $75.5 $12,558 - $14,420
-191 Reduced 4.33%
4,217 $304,000
Q2 2022

Aug 11, 2022

BUY
$66.73 - $79.1 $133 - $158
2 Added 0.05%
4,408 $310,000
Q1 2022

May 12, 2022

BUY
$71.88 - $80.4 $7,547 - $8,442
105 Added 2.44%
4,406 $342,000
Q4 2021

Feb 09, 2022

BUY
$73.28 - $81.04 $219 - $243
3 Added 0.07%
4,301 $348,000
Q3 2021

Nov 10, 2021

BUY
$73.5 - $78.28 $220 - $234
3 Added 0.07%
4,298 $316,000
Q2 2021

Aug 04, 2021

SELL
$69.72 - $73.7 $2,997 - $3,169
-43 Reduced 0.99%
4,295 $316,000
Q1 2021

May 06, 2021

SELL
$65.18 - $69.88 $66,092 - $70,858
-1,014 Reduced 18.95%
4,338 $300,000
Q4 2020

Feb 03, 2021

BUY
$61.66 - $67.88 $330,004 - $363,293
5,352 New
5,352 $363,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Db Wealth Management Group, LLC Portfolio

Follow Db Wealth Management Group, 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 Db Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Db Wealth Management Group, LLC with notifications on news.