Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$70.56 - $78.63 $917 - $1,022
13 Added 0.89%
1,472 $114,000
Q2 2023

Aug 08, 2023

BUY
$71.44 - $74.33 $357 - $371
5 Added 0.34%
1,459 $108,000
Q1 2023

Apr 13, 2023

SELL
$69.12 - $73.78 $16,035 - $17,116
-232 Reduced 13.76%
1,454 $105,000
Q4 2022

Jan 13, 2023

SELL
$65.75 - $75.5 $100,203 - $115,062
-1,524 Reduced 47.48%
1,686 $0
Q3 2022

Oct 20, 2022

BUY
$66.1 - $76.63 $727 - $842
11 Added 0.34%
3,210 $212,000
Q2 2022

Aug 04, 2022

SELL
$66.73 - $79.1 $19,685 - $23,334
-295 Reduced 8.44%
3,199 $225,000
Q1 2022

Apr 29, 2022

BUY
$71.88 - $80.4 $646 - $723
9 Added 0.26%
3,494 $271,000
Q4 2021

Jan 31, 2022

BUY
$73.28 - $81.04 $6,668 - $7,374
91 Added 2.68%
3,485 $282,000
Q3 2021

Oct 12, 2021

BUY
$73.5 - $78.28 $735 - $782
10 Added 0.3%
3,394 $249,000
Q2 2021

Jul 15, 2021

BUY
$69.72 - $73.7 $488 - $515
7 Added 0.21%
3,384 $249,000
Q1 2021

May 03, 2021

SELL
$65.18 - $69.88 $43,149 - $46,260
-662 Reduced 16.39%
3,377 $234,000
Q4 2020

Feb 03, 2021

SELL
$61.66 - $67.88 $35,639 - $39,234
-578 Reduced 12.52%
4,039 $274,000
Q3 2020

Oct 19, 2020

BUY
$60.74 - $66.36 $850 - $929
14 Added 0.3%
4,617 $294,000
Q2 2020

Jul 24, 2020

SELL
$51.94 - $64.01 $9,089 - $11,201
-175 Reduced 3.66%
4,603 $279,000
Q1 2020

May 06, 2020

SELL
$46.61 - $69.67 $108,787 - $162,609
-2,334 Reduced 32.82%
4,778 $258,000
Q4 2019

Jan 21, 2020

BUY
$62.68 - $65.67 $2,757 - $2,889
44 Added 0.62%
7,112 $467,000
Q3 2019

Nov 06, 2019

BUY
$61.12 - $64.69 $366 - $388
6 Added 0.08%
7,068 $453,000
Q2 2019

Jul 19, 2019

BUY
$58.77 - $62.47 $4,407 - $4,685
75 Added 1.07%
7,062 $436,000
Q1 2019

May 03, 2019

BUY
$51.18 - $58.8 $48,467 - $55,683
947 Added 15.68%
6,987 $411,000
Q4 2018

Jan 30, 2019

BUY
$49.77 - $57.05 $59,276 - $67,946
1,191 Added 24.56%
6,040 $317,000
Q3 2018

Nov 13, 2018

BUY
$53.24 - $57.58 $1,011 - $1,094
19 Added 0.39%
4,849 $277,000
Q1 2018

May 07, 2018

SELL
$50.24 - $55.31 $32,756 - $36,062
-652 Reduced 11.89%
4,830 $251,000
Q4 2017

Feb 13, 2018

SELL
$50.5 - $53.37 $3,434 - $3,629
-68 Reduced 1.23%
5,482 $289,000
Q3 2017

Nov 14, 2017

SELL
$50.1 - $50.34 $62,274 - $62,572
-1,243 Reduced 18.3%
5,550 $279,000
Q2 2017

Aug 14, 2017

BUY
N/A
6,793
6,793 $332,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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

Track Focused Wealth Management, Inc Portfolio

Follow Focused Wealth Management, Inc 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 Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Focused Wealth Management, Inc with notifications on news.