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

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 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 58,015 shares of USMV stock, worth $5.21 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
58,015
Previous 58,270 0.44%
Holding current value
$5.21 Million
Previous $4.89 Billion 8.28%
% of portfolio
0.32%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,291
Shares Held
199M
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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