Epg Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Epg Wealth Management LLC

$379 Billion
Q4 2024

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 534 shares of USMV stock, worth $49,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares

534

Previous 532 0.38%

Holding current value

$49,523

Previous $48.5 Million 2.38%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$88.59 - $94.57 $177 - $189	2 Added 0.38%	534 $47.4 Million
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

# of Institutions

1,394

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Epg Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History