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

Modern Wealth Management, LLC

$2.86 Trillion
Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Modern Wealth Management, LLC holds 58,415 shares of USMV stock, worth $5.48 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

58,415

Previous 58,015 0.69%

Holding current value

$5.48 Million

Previous $5.3 Billion 2.66%

% of portfolio

0.19%

Previous 0.32%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$88.59 - $94.57 $35,436 - $37,828	400 Added 0.69%	58,415 $5.44 Billion
Q3 2024 Nov 05, 2024	SELL	$83.76 - $91.82 $21,358 - $23,414	-255 Reduced 0.44%	58,015 $5.3 Billion
Q2 2024 Aug 07, 2024	BUY	$79.92 - $84.63 $377,382 - $399,622	4,722 Added 8.82%	58,270 $4.89 Billion
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $28,263 - $30,339	-363 Reduced 0.67%	53,548 $4.44 Billion
Q4 2023 Feb 14, 2024	BUY	$70.56 - $78.63 $3.8 Million - $4.24 Million	53,911 New	53,911 $4.21 Billion

Others Institutions Holding USMV

# of Institutions

1,382

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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