A detailed history of Epg Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Epg Wealth Management LLC holds 532 shares of USMV stock, worth $47,619. This represents 0.01% of its overall portfolio holdings.

Number of Shares
532
Previous 0 Infinity%
Holding current value
$47,619
Previous $0 Infinity%
% of portfolio
0.01%
Previous 100.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$83.76 - $91.82 $44,560 - $48,848
532 New
532 $48.5 Million
Q2 2024

Aug 13, 2024

SELL
$79.92 - $84.63 $6,633 - $7,024
-83 Closed
0 $0
Q1 2024

May 14, 2024

SELL
$77.86 - $83.58 $3,270 - $3,510
-42 Reduced 33.6%
83 $6,000
Q4 2023

Feb 14, 2024

BUY
$70.56 - $78.63 $2,963 - $3,302
42 Added 50.6%
125 $9,000
Q1 2023

May 15, 2023

BUY
$69.12 - $73.78 $207 - $221
3 Added 3.75%
83 $6,000
Q3 2022

Nov 15, 2022

BUY
$66.1 - $76.63 $5,288 - $6,130
80 New
80 $5,000
Q2 2020

Aug 06, 2020

SELL
$51.94 - $64.01 $20,568 - $25,347
-396 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$62.68 - $65.67 $24,821 - $26,005
396 New
396 $26,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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

Track Epg Wealth Management LLC Portfolio

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.