Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024

SELL
$70.56 - $78.63 $884,116 - $985,233
-12,530 Reduced 41.41%
17,730 $1.38 Million
Q3 2023

Feb 15, 2024

SELL
$72.38 - $76.06 $476,694 - $500,931
-6,586 Reduced 17.87%
30,260 $2.19 Million
Q2 2023

Aug 14, 2023

BUY
$71.44 - $74.33 $118,876 - $123,685
1,664 Added 4.73%
36,846 $2.74 Million
Q1 2023

May 12, 2023

BUY
$69.12 - $73.78 $591,459 - $631,335
8,557 Added 32.14%
35,182 $2.56 Million
Q4 2022

Feb 14, 2023

BUY
$65.75 - $75.5 $118,547 - $136,126
1,803 Added 7.26%
26,625 $1.92 Million
Q3 2022

Nov 14, 2022

BUY
$66.1 - $76.63 $30,009 - $34,790
454 Added 1.86%
24,822 $1.64 Million
Q1 2022

May 16, 2022

SELL
$71.88 - $80.4 $85,393 - $95,515
-1,188 Reduced 4.65%
24,368 $1.89 Million
Q4 2021

Feb 09, 2022

BUY
$73.28 - $81.04 $1.87 Million - $2.07 Million
25,556 New
25,556 $2.07 Million
Q2 2021

Aug 16, 2021

SELL
$69.72 - $73.7 $1.2 Million - $1.27 Million
-17,223 Closed
0 $0
Q1 2021

Apr 15, 2021

BUY
$65.18 - $69.88 $71,372 - $76,518
1,095 Added 6.79%
17,223 $1.19 Million
Q4 2020

Feb 16, 2021

BUY
$61.66 - $67.88 $994,452 - $1.09 Million
16,128 New
16,128 $1.08 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 Swmg, LLC Portfolio

Follow Swmg, 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 Swmg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swmg, LLC with notifications on news.