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

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,203,928 shares of USMV stock, worth $112 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
1,203,928
Previous 1,110,385 8.42%
Holding current value
$112 Million
Previous $101 Billion 5.43%
% of portfolio
1.84%
Previous 3.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$88.59 - $94.57 $8.29 Million - $8.85 Million
93,543 Added 8.42%
1,203,928 $107 Billion
Q3 2024

Nov 12, 2024
BUY
$83.76 - $91.82 $6.62 Million - $7.25 Million
78,976 Added 7.66%
1,110,385 $101 Billion
Q2 2024

Aug 12, 2024
BUY
$79.92 - $84.63 $3.02 Million - $3.2 Million
37,793 Added 3.8%
1,031,409 $86.6 Billion
Q1 2024

May 15, 2024
BUY
$77.86 - $83.58 $77.4 Million - $83 Million
993,616 New
993,616 $83 Billion

Others Institutions Holding USMV

# of Institutions
1,330
Shares Held
209M
Call Options Held
10.6K
Put Options Held
27K
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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