Quotient Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Quotient Wealth Partners, LLC

$3.04 Trillion
Q3 2024

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 1,000,897 shares of USMV stock, worth $89.9 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

1,000,897

Previous 985,076 1.61%

Holding current value

$89.9 Million

Previous $82.7 Billion 10.5%

% of portfolio

3.0%

Previous 2.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$83.76 - $91.82 $1.33 Million - $1.45 Million	15,821 Added 1.61%	1,000,897 $91.4 Billion
Q2 2024 Jul 24, 2024	BUY	$79.92 - $84.63 $3.62 Million - $3.83 Million	45,247 Added 4.81%	985,076 $82.7 Billion
Q1 2024 May 14, 2024	BUY	$77.86 - $83.58 $13.3 Million - $14.3 Million	170,567 Added 22.17%	939,829 $78.6 Billion
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $54.3 Million - $60.5 Million	769,262 New	769,262 $60 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

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Quotient Wealth Partners, LLC with notifications on news.

Account

Quotient Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History