Shepherd Kaplan Krochuk, LLC Ishares Msci Usa Min Vol Facto Transaction History

Shepherd Kaplan Krochuk, LLC

  • $127 Million
  • Q3 2024

A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 80,969 shares of USMV stock, worth $7.25 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares
80,969
Previous 91,324 11.34%
Holding current value
$7.25 Million
Previous $7.67 Million 3.57%
% of portfolio
5.8%
Previous 6.28%

Shares

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

Nov 14, 2024
SELL
$83.76 - $91.82 $867,334 - $950,796
-10,355 Reduced 11.34%
80,969 $7.39 Million
Q2 2024

Aug 14, 2024
SELL
$79.92 - $84.63 $508,770 - $538,754
-6,366 Reduced 6.52%
91,324 $7.67 Million
Q1 2024

May 14, 2024
BUY
$77.86 - $83.58 $7.61 Million - $8.16 Million
97,690 New
97,690 $8.16 Million

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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