Phillips Financial Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Phillips Financial Management, LLC holds 8 shares of USMV stock, worth $737. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8
Previous 8 -0.0%
Holding current value
$737
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$77.86 - $83.58 $1,090 - $1,170
-14 Reduced 63.64%
8 $0
Q4 2023

Jan 25, 2024
BUY
$70.56 - $78.63 $1,552 - $1,729
22 New
22 $1,000

Others Institutions Holding USMV

# of Institutions
1,282
Shares Held
200M
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
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email