Marcum Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Marcum Wealth, LLC holds 17,231 shares of USMV stock, worth $1.6 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,231
Previous 16,964 1.57%
Holding current value
$1.6 Million
Previous $1.55 Million 1.23%
% of portfolio
0.13%
Previous 0.15%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$88.59 - $94.57 $23,653 - $25,250
267 Added 1.57%
17,231 $1.53 Million
Q3 2024

Oct 08, 2024
SELL
$83.76 - $91.82 $374,490 - $410,527
-4,471 Reduced 20.86%
16,964 $1.55 Million
Q2 2024

Jul 02, 2024
SELL
$79.92 - $84.63 $29,250 - $30,974
-366 Reduced 1.68%
21,435 $1.8 Million
Q1 2024

Apr 10, 2024
SELL
$77.86 - $83.58 $3,114 - $3,343
-40 Reduced 0.18%
21,801 $1.82 Million
Q4 2023

Jan 10, 2024
SELL
$70.56 - $78.63 $1,199 - $1,336
-17 Reduced 0.08%
21,841 $1.7 Million
Q3 2023

Oct 10, 2023
BUY
$72.38 - $76.06 $22,003 - $23,122
304 Added 1.41%
21,858 $1.58 Million
Q2 2023

Jul 13, 2023
SELL
$71.44 - $74.33 $435,069 - $452,669
-6,090 Reduced 22.03%
21,554 $1.6 Million
Q1 2023

Apr 19, 2023
SELL
$69.12 - $73.78 $605,629 - $646,460
-8,762 Reduced 24.07%
27,644 $2.01 Million
Q4 2022

Jan 12, 2023
SELL
$65.75 - $75.5 $85,080 - $97,697
-1,294 Reduced 3.43%
36,406 $0
Q3 2022

Oct 11, 2022
SELL
$66.1 - $76.63 $129,886 - $150,577
-1,965 Reduced 4.95%
37,700 $2.49 Million
Q2 2022

Jul 14, 2022
BUY
$66.73 - $79.1 $17,149 - $20,328
257 Added 0.65%
39,665 $2.79 Million
Q1 2022

Apr 20, 2022
BUY
$71.88 - $80.4 $15,382 - $17,205
214 Added 0.55%
39,408 $3.06 Million
Q4 2021

Feb 01, 2022
SELL
$73.28 - $81.04 $27,333 - $30,227
-373 Reduced 0.94%
39,194 $3.17 Million
Q3 2021

Nov 08, 2021
BUY
$73.5 - $78.28 $87,612 - $93,309
1,192 Added 3.11%
39,567 $2.91 Million
Q2 2021

Aug 10, 2021
BUY
$69.72 - $73.7 $126,750 - $133,986
1,818 Added 4.97%
38,375 $2.83 Million
Q1 2021

May 11, 2021
BUY
$65.18 - $69.88 $2.38 Million - $2.55 Million
36,557 New
36,557 $2.53 Million

Others Institutions Holding USMV

# of Institutions
1,373
Shares Held
205M
Call Options Held
7.3K
Put Options Held
20K
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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