A detailed history of New Edge Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,818 shares of USMV stock, worth $1.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,818
Previous 8,240 67.69%
Holding current value
$1.23 Million
Previous $691,000 82.49%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$83.76 - $91.82 $467,213 - $512,171
5,578 Added 67.69%
13,818 $1.26 Million
Q2 2024

Aug 01, 2024

BUY
$79.92 - $84.63 $4,635 - $4,908
58 Added 0.71%
8,240 $691,000
Q1 2024

May 06, 2024

BUY
$77.86 - $83.58 $59,407 - $63,771
763 Added 10.28%
8,182 $683,000
Q4 2023

Jan 29, 2024

BUY
$70.56 - $78.63 $523,484 - $583,355
7,419 New
7,419 $578,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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