O'Brien Wealth Partners LLC Ishares Msci Usa Min Vol Facto Transaction History

O'Brien Wealth Partners LLC

  • $527 Million
  • Q4 2024

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 10,190 shares of USMV stock, worth $963,158. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,190
Previous 10,190 -0.0%
Holding current value
$963,158
Previous $930,000 2.8%
% of portfolio
0.17%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023
SELL
$69.12 - $73.78 $56,954 - $60,794
-824 Reduced 7.48%
10,190 $741,000
Q3 2021

Oct 07, 2021
SELL
$73.5 - $78.28 $153,468 - $163,448
-2,088 Reduced 15.94%
11,014 $812,000
Q2 2021

Jul 12, 2021
SELL
$69.72 - $73.7 $340,442 - $359,877
-4,883 Reduced 27.15%
13,102 $982,000
Q1 2021

Apr 13, 2021
BUY
$65.18 - $69.88 $1,303 - $1,397
20 Added 0.11%
17,985 $1.27 Million
Q4 2020

Jan 11, 2021
BUY
$61.66 - $67.88 $1,356 - $1,493
22 Added 0.12%
17,965 $1.23 Million
Q3 2020

Oct 09, 2020
SELL
$60.74 - $66.36 $50,596 - $55,277
-833 Reduced 4.44%
17,943 $1.17 Million
Q2 2020

Jul 10, 2020
BUY
$51.94 - $64.01 $1,246 - $1,536
24 Added 0.13%
18,776 $1.14 Million
Q1 2020

Apr 03, 2020
BUY
$46.61 - $69.67 $1,351 - $2,020
29 Added 0.15%
18,752 $996,000
Q4 2019

Jan 07, 2020
BUY
$62.68 - $65.67 $3,071 - $3,217
49 Added 0.26%
18,723 $1.23 Million
Q2 2019

Jul 08, 2019
BUY
$58.77 - $62.47 $93,150 - $99,014
1,585 Added 9.27%
18,674 $1.18 Million
Q1 2019

Apr 05, 2019
BUY
$51.18 - $58.8 $1,279 - $1,470
25 Added 0.15%
17,089 $1.01 Million
Q4 2018

Jan 17, 2019
BUY
$49.77 - $57.05 $540,203 - $619,220
10,854 Added 174.78%
17,064 $912,000
Q3 2018

Oct 09, 2018
BUY
$53.24 - $57.58 $13,735 - $14,855
258 Added 4.33%
6,210 $354,000
Q1 2018

Apr 11, 2018
BUY
$50.24 - $55.31 $1,356 - $1,493
27 Added 0.46%
5,952 $309,000
Q4 2017

Jan 10, 2018
BUY
$50.5 - $53.37 $2,626 - $2,775
52 Added 0.89%
5,925 $313,000
Q3 2017

Oct 12, 2017
BUY
$50.1 - $50.34 $294,237 - $295,646
5,873
5,873 $296,000

Others Institutions Holding USMV

# of Institutions
1,389
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email