Forthright Family Wealth Advisory LLC Ishares Msci Usa Min Vol Facto Transaction History

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024

A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 20,625 shares of USMV stock, worth $1.86 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
20,625
Previous 21,798 5.38%
Holding current value
$1.86 Million
Previous $1.82 Billion 4.95%
% of portfolio
1.12%
Previous 1.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$79.92 - $84.63 $93,746 - $99,270
-1,173 Reduced 5.38%
20,625 $1.73 Billion
Q1 2024

Apr 29, 2024
BUY
$77.86 - $83.58 $74,278 - $79,735
954 Added 4.58%
21,798 $1.82 Billion
Q4 2023

Feb 28, 2024
BUY
$70.56 - $78.63 $1.47 Million - $1.64 Million
20,844 New
20,844 $1.63 Billion

Others Institutions Holding USMV

# of Institutions
1,252
Shares Held
204M
Call Options Held
16.1K
Put Options Held
3.9K
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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