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

Evermay Wealth Management LLC

  • $618 Million
  • Q3 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Evermay Wealth Management LLC holds 5,334 shares of USMV stock, worth $478,246. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,334
Previous 5,334 -0.0%
Holding current value
$478,246
Previous $447,000 8.95%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $9,732 - $10,447
-125 Reduced 2.29%
5,334 $445,000
Q1 2023

May 15, 2023
SELL
$69.12 - $73.78 $13,478 - $14,387
-195 Reduced 3.45%
5,459 $397,000
Q3 2022

Nov 14, 2022
SELL
$66.1 - $76.63 $32,521 - $37,701
-492 Reduced 8.01%
5,654 $374,000
Q1 2022

May 16, 2022
BUY
$71.88 - $80.4 $256,683 - $287,108
3,571 Added 138.68%
6,146 $477,000
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $1,025 - $1,134
14 Added 0.55%
2,575 $208,000
Q2 2021

Aug 13, 2021
BUY
$69.72 - $73.7 $178,552 - $188,745
2,561 New
2,561 $189,000

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
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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