Schrum Private Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Schrum Private Wealth Management LLC

  • $193 Million
  • Q3 2024

A detailed history of Schrum Private Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Schrum Private Wealth Management LLC holds 20,140 shares of USMV stock, worth $1.81 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
20,140
Previous 11,793 70.78%
Holding current value
$1.81 Million
Previous $990,000 85.66%
% of portfolio
0.95%
Previous 0.89%

Shares

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

Nov 05, 2024
BUY
$83.76 - $91.82 $699,144 - $766,421
8,347 Added 70.78%
20,140 $1.84 Million
Q2 2024

Jul 30, 2024
SELL
$79.92 - $84.63 $18,541 - $19,634
-232 Reduced 1.93%
11,793 $990,000
Q1 2024

May 02, 2024
BUY
$77.86 - $83.58 $157,900 - $169,500
2,028 Added 20.29%
12,025 $1.01 Million
Q4 2023

Jan 25, 2024
SELL
$70.56 - $78.63 $106,757 - $118,967
-1,513 Reduced 13.15%
9,997 $780,000
Q2 2023

Jul 24, 2023
SELL
$71.44 - $74.33 $2,000 - $2,081
-28 Reduced 0.24%
11,510 $855,000
Q1 2023

Apr 19, 2023
BUY
$69.12 - $73.78 $38,914 - $41,538
563 Added 5.13%
11,538 $839,000
Q4 2022

Jan 19, 2023
BUY
$65.75 - $75.5 $8,350 - $9,588
127 Added 1.17%
10,975 $0
Q3 2022

Oct 26, 2022
BUY
$66.1 - $76.63 $1,057 - $1,226
16 Added 0.15%
10,848 $716,000
Q2 2022

Jul 22, 2022
BUY
$66.73 - $79.1 $2,602 - $3,084
39 Added 0.36%
10,832 $760,000
Q1 2022

May 05, 2022
BUY
$71.88 - $80.4 $32,345 - $36,180
450 Added 4.35%
10,793 $812,000
Q4 2021

Mar 11, 2022
BUY
$73.28 - $81.04 $757,935 - $838,196
10,343 New
10,343 $839,000

Others Institutions Holding USMV

# of Institutions
1,283
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
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