A detailed history of Rockwood Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,399 shares of USMV stock, worth $306,623. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,399
Previous 3,416 0.5%
Holding current value
$306,623
Previous $286 Million 0.05%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

SELL
$79.92 - $84.63 $1,358 - $1,438
-17 Reduced 0.5%
3,399 $285 Million
Q1 2023

Jul 20, 2023

SELL
$69.12 - $73.78 $102,366 - $109,268
-1,481 Reduced 30.24%
3,416 $248 Million
Q4 2022

Jul 20, 2023

BUY
$69.45 - $75.5 $340,096 - $369,723
4,897 New
4,897 $353 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth 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 Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.