Walter & Keenan Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Walter & Keenan Wealth Management LLC

  • $327 Million
  • Q3 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 2,385 shares of USMV stock, worth $217,869. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,385
Previous 2,385 -0.0%
Holding current value
$217,869
Previous $200,000 8.5%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jul 15, 2024
BUY
$79.92 - $84.63 $190,609 - $201,842
2,385 New
2,385 $200,000
Q2 2020

Jul 16, 2020
SELL
$51.94 - $64.01 $312,159 - $384,700
-6,010 Closed
0 $0
Q1 2020

Apr 14, 2020
BUY
$46.61 - $69.67 $280,126 - $418,716
6,010 New
6,010 $312,000

Others Institutions Holding USMV

# of Institutions
1,281
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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