Graham Capital Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Graham Capital Wealth Management, LLC

  • $53.5 Million
  • Q1 2024

A detailed history of Graham Capital Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Graham Capital Wealth Management, LLC holds 37,083 shares of USMV stock, worth $3.11 Million. This represents 5.79% of its overall portfolio holdings.

Number of Shares
37,083
Previous 45,404 18.33%
Holding current value
$3.11 Million
Previous $3.79 Million 18.32%
% of portfolio
5.79%
Previous 3.48%

Shares

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

Apr 23, 2024
SELL
$77.86 - $83.58 $647,873 - $695,469
-8,321 Reduced 18.33%
37,083 $3.1 Million
Q1 2024

Apr 22, 2024
BUY
$77.86 - $83.58 $3.54 Million - $3.79 Million
45,404 New
45,404 $3.79 Million
Q1 2023

May 10, 2023
BUY
$69.12 - $73.78 $137,479 - $146,748
1,989 New
1,989 $144,000

Others Institutions Holding USMV

# of Institutions
1,243
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
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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