Mc Naughton Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 51,244 shares of USMV stock, worth $4.79 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
51,244
Previous 51,980 1.42%
Holding current value
$4.79 Million
Previous $4.62 Million 2.97%
% of portfolio
2.39%
Previous 2.22%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$87.68 - $94.52 $64,532 - $69,566
-736 Reduced 1.42%
51,244 $4.75 Million
Q4 2024

Jan 13, 2025
BUY
$88.59 - $94.57 $5,049 - $5,390
57 Added 0.11%
51,980 $4.62 Million
Q3 2024

Oct 04, 2024
BUY
$83.76 - $91.82 $102,438 - $112,295
1,223 Added 2.41%
51,923 $4.74 Million
Q2 2024

Jul 12, 2024
BUY
$79.92 - $84.63 $11,668 - $12,355
146 Added 0.29%
50,700 $4.26 Million
Q1 2024

Apr 12, 2024
SELL
$77.86 - $83.58 $122,473 - $131,471
-1,573 Reduced 3.02%
50,554 $4.23 Million
Q4 2023

Jan 10, 2024
SELL
$70.56 - $78.63 $506,268 - $564,170
-7,175 Reduced 12.1%
52,127 $4.07 Million
Q3 2023

Oct 05, 2023
SELL
$72.38 - $76.06 $6.32 Million - $6.64 Million
-87,325 Reduced 59.56%
59,302 $4.29 Million
Q2 2023

Aug 08, 2023
SELL
$71.44 - $74.33 $4.01 Million - $4.17 Million
-56,101 Reduced 27.67%
146,627 $10.9 Million
Q1 2023

Apr 12, 2023
BUY
$69.12 - $73.78 $171,002 - $182,531
2,474 Added 1.24%
202,728 $14.7 Million
Q4 2022

Jan 31, 2023
BUY
$65.75 - $75.5 $19,922 - $22,876
303 Added 0.15%
200,254 $14.4 Million
Q3 2022

Oct 12, 2022
BUY
$66.1 - $76.63 $156,326 - $181,229
2,365 Added 1.2%
199,951 $13.2 Million
Q2 2022

Jul 11, 2022
BUY
$66.73 - $79.1 $327,377 - $388,064
4,906 Added 2.55%
197,586 $13.9 Million
Q1 2022

Apr 08, 2022
BUY
$71.88 - $80.4 $326,838 - $365,578
4,547 Added 2.42%
192,680 $14.9 Million
Q4 2021

Jan 20, 2022
BUY
$73.28 - $81.04 $332,398 - $367,597
4,536 Added 2.47%
188,133 $14.8 Million
Q3 2021

Nov 12, 2021
SELL
$73.5 - $78.28 $285,400 - $303,961
-3,883 Reduced 2.07%
183,597 $13.5 Million
Q2 2021

Aug 09, 2021
BUY
$69.72 - $73.7 $311,090 - $328,849
4,462 Added 2.44%
187,480 $13.8 Million
Q1 2021

Apr 14, 2021
BUY
$65.18 - $69.88 $1.28 Million - $1.38 Million
19,697 Added 12.06%
183,018 $12.7 Million
Q4 2020

Feb 26, 2021
SELL
$61.66 - $67.88 $366,568 - $403,546
-5,945 Reduced 3.51%
163,321 $11.1 Million
Q3 2020

Oct 19, 2020
BUY
$60.74 - $66.36 $320,039 - $349,650
5,269 Added 3.21%
169,266 $10.8 Million
Q2 2020

Jul 20, 2020
BUY
$51.94 - $64.01 $648,315 - $798,972
12,482 Added 8.24%
163,997 $9.94 Million
Q1 2020

Apr 17, 2020
BUY
$46.61 - $69.67 $117,830 - $176,125
2,528 Added 1.7%
151,515 $8.18 Million
Q4 2019

Feb 14, 2020
BUY
$62.68 - $65.67 $9.34 Million - $9.78 Million
148,987 New
148,987 $9.77 Million

Others Institutions Holding USMV

# of Institutions
1,445
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
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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