Badgley Phelps Wealth Managers, LLC Ishares Msci Usa Min Vol Facto Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 2,400 shares of USMV stock, worth $216,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$216,167
Previous $201,000 8.96%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$77.86 - $83.58 $186,864 - $200,592
2,400 New
2,400 $200,000
Q2 2023

Aug 14, 2023
SELL
$71.44 - $74.33 $76,297 - $79,384
-1,068 Reduced 24.79%
3,240 $240,000
Q1 2023

Apr 28, 2023
BUY
$69.12 - $73.78 $90,408 - $96,504
1,308 Added 43.6%
4,308 $313,000
Q4 2022

Jan 27, 2023
BUY
$65.75 - $75.5 $197,250 - $226,500
3,000 New
3,000 $0
Q4 2021

Feb 08, 2022
BUY
$73.28 - $81.04 $219,840 - $243,120
3,000 New
3,000 $243,000

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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