Destination Wealth Management Ishares Msci Usa Min Vol Facto Transaction History

Destination Wealth Management

$3.17 Billion
Q4 2024

A detailed history of Destination Wealth Management transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Destination Wealth Management holds 3,865 shares of USMV stock, worth $359,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,865

Previous 3,515 9.96%

Holding current value

$359,251

Previous $320,000 7.19%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$88.59 - $94.57 $31,006 - $33,099	350 Added 9.96%	3,865 $343,000
Q3 2024 Nov 25, 2024	SELL	$83.76 - $91.82 $2,261 - $2,479	-27 Reduced 0.76%	3,515 $320,000
Q2 2024 Jul 24, 2024	BUY	$79.92 - $84.63 $5,434 - $5,754	68 Added 1.96%	3,542 $297,000
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $151,998 - $159,726	-2,100 Reduced 37.67%	3,474 $251,000
Q2 2023 Aug 11, 2023	BUY	$71.44 - $74.33 $139,093 - $144,720	1,947 Added 53.68%	5,574 $414,000
Q1 2023 May 05, 2023	BUY	$69.12 - $73.78 $30,758 - $32,832	445 Added 13.98%	3,627 $263,000
Q4 2022 Feb 10, 2023	BUY	$65.75 - $75.5 $209,216 - $240,241	3,182 New	3,182 $229,000
Q3 2018 Nov 07, 2018	SELL	$53.24 - $57.58 $26,513 - $28,674	-498 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	$51.06 - $53.87 $25,427 - $26,827	498 New	498 $26,000

Others Institutions Holding USMV

# of Institutions

1,373

Shares Held

205M

Call Options Held

7.3K

Put Options Held

20K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Destination Wealth Management Ishares Msci Usa Min Vol Facto Transaction History