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

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,539 shares of USMV stock, worth $704,444. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,539
Previous 32,291 76.65%
Holding current value
$704,444
Previous $736,000 6.52%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 01, 2024
SELL
$83.76 - $91.82 $2.07 Million - $2.27 Million
-24,752 Reduced 76.65%
7,539 $688,000
Q2 2024

Aug 06, 2024
BUY
$79.92 - $84.63 $1.24 Million - $1.32 Million
15,576 Added 93.19%
32,291 $736,000
Q1 2024

May 02, 2024
SELL
$77.86 - $83.58 $1.77 Million - $1.9 Million
-22,706 Reduced 57.6%
16,715 $1.39 Million
Q4 2023

Feb 08, 2024
SELL
$70.56 - $78.63 $2.14 Million - $2.38 Million
-30,288 Reduced 43.45%
39,421 $3.08 Million
Q3 2023

Nov 13, 2023
SELL
$72.38 - $76.06 $576,723 - $606,046
-7,968 Reduced 10.26%
69,709 $5.05 Million
Q2 2023

Aug 10, 2023
BUY
$71.44 - $74.33 $242,253 - $252,053
3,391 Added 4.56%
77,677 $5.77 Million
Q1 2023

May 03, 2023
BUY
$69.12 - $73.78 $2.61 Million - $2.79 Million
37,771 Added 103.44%
74,286 $5.4 Million
Q3 2022

Nov 15, 2022
BUY
$66.1 - $76.63 $895,985 - $1.04 Million
13,555 Added 59.04%
36,515 $2.41 Million
Q2 2022

Aug 15, 2022
BUY
$66.73 - $79.1 $109,837 - $130,198
1,646 Added 7.72%
22,960 $1.61 Million
Q1 2022

May 09, 2022
BUY
$71.88 - $80.4 $117,955 - $131,936
1,641 Added 8.34%
21,314 $1.64 Million
Q4 2021

Feb 15, 2022
BUY
$73.28 - $81.04 $810,989 - $896,869
11,067 Added 128.6%
19,673 $114 Million
Q3 2021

Nov 15, 2021
BUY
$73.5 - $78.28 $75,337 - $80,237
1,025 Added 13.52%
8,606 $632,000
Q2 2021

Aug 13, 2021
SELL
$69.72 - $73.7 $38.4 Million - $40.6 Million
-550,463 Reduced 98.64%
7,581 $558,000
Q2 2021

Aug 13, 2021
BUY
$69.72 - $73.7 $37.6 Million - $39.8 Million
539,732 Added 2947.42%
558,044 $7.58 Million
Q4 2020

Feb 09, 2021
SELL
$61.66 - $67.88 $560,366 - $616,893
-9,088 Reduced 33.17%
18,312 $1.22 Million
Q3 2020

Nov 05, 2020
BUY
$60.74 - $66.36 $300,420 - $328,216
4,946 Added 22.03%
27,400 $1.75 Million
Q2 2020

Aug 04, 2020
SELL
$51.94 - $64.01 $398,172 - $490,700
-7,666 Reduced 25.45%
22,454 $1.36 Million
Q1 2020

Apr 27, 2020
SELL
$46.61 - $69.67 $66,232 - $99,001
-1,421 Reduced 4.51%
30,120 $1.64 Million
Q4 2019

Feb 05, 2020
BUY
$62.68 - $65.67 $702,078 - $735,569
11,201 Added 55.07%
31,541 $2.07 Million
Q3 2019

Oct 30, 2019
BUY
$61.12 - $64.69 $623,912 - $660,355
10,208 Added 100.75%
20,340 $1.3 Million
Q2 2019

Jul 30, 2019
BUY
$58.77 - $62.47 $126,825 - $134,810
2,158 Added 27.06%
10,132 $625,000
Q1 2019

Apr 18, 2019
BUY
$51.18 - $58.8 $87,824 - $100,900
1,716 Added 27.42%
7,974 $468,000
Q4 2018

Mar 26, 2019
BUY
$49.77 - $57.05 $311,460 - $357,018
6,258 New
6,258 $327,000

Others Institutions Holding USMV

# of Institutions
1,281
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
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More about USMV
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