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

Graham Capital Wealth Management, LLC

  • $84.4 Million
  • Q3 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 62,716 shares of USMV stock, worth $5.61 Million. This represents 6.78% of its overall portfolio holdings.

Number of Shares
62,716
Previous 72,630 13.65%
Holding current value
$5.61 Million
Previous $6.1 Million 6.1%
% of portfolio
6.78%
Previous 9.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$83.76 - $91.82 $830,396 - $910,303
-9,914 Reduced 13.65%
62,716 $5.73 Million
Q2 2024

Aug 14, 2024
BUY
$79.92 - $84.63 $2.84 Million - $3.01 Million
35,547 Added 95.86%
72,630 $6.1 Million
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
1,283
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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