Bcgm Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Bcgm Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 19,033 shares of USMV stock, worth $1.8 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

19,033

Previous 18,879 0.82%

Holding current value

$1.8 Million

Previous $1.72 Million 1.97%

% of portfolio

0.59%

Previous 0.6%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$88.59 - $94.57 $13,642 - $14,563	154 Added 0.82%	19,033 $1.69 Million
Q3 2024 Nov 06, 2024	SELL	$83.76 - $91.82 $16,333 - $17,904	-195 Reduced 1.02%	18,879 $1.72 Million
Q2 2024 Jul 30, 2024	BUY	$79.92 - $84.63 $1,678 - $1,777	21 Added 0.11%	19,074 $1.6 Million
Q1 2024 May 07, 2024	BUY	$77.86 - $83.58 $4,749 - $5,098	61 Added 0.32%	19,053 $1.59 Million
Q4 2023 Feb 08, 2024	SELL	$70.56 - $78.63 $17,569 - $19,578	-249 Reduced 1.29%	18,992 $1.48 Million
Q3 2023 Nov 08, 2023	SELL	$72.38 - $76.06 $50,304 - $52,861	-695 Reduced 3.49%	19,241 $1.39 Million
Q2 2023 Aug 07, 2023	BUY	$71.44 - $74.33 $318,050 - $330,917	4,452 Added 28.75%	19,936 $1.48 Million
Q1 2023 May 02, 2023	SELL	$69.12 - $73.78 $475,960 - $508,049	-6,886 Reduced 30.78%	15,484 $1.13 Million
Q4 2022 Feb 07, 2023	BUY	$65.75 - $75.5 $394 - $453	6 Added 0.03%	22,370 $1.61 Million
Q3 2022 Nov 03, 2022	SELL	$66.1 - $76.63 $10,443 - $12,107	-158 Reduced 0.7%	22,364 $1.56 Million
Q2 2022 Aug 01, 2022	SELL	$66.73 - $79.1 $50,914 - $60,353	-763 Reduced 3.28%	22,522 $1.66 Million
Q1 2022 May 02, 2022	BUY	$71.88 - $80.4 $215 - $241	3 Added 0.01%	23,285 $1.81 Million
Q4 2021 Feb 01, 2022	SELL	$73.28 - $81.04 $1,758 - $1,944	-24 Reduced 0.1%	23,282 $1.88 Million
Q3 2021 Nov 01, 2021	SELL	$73.5 - $78.28 $18,595 - $19,804	-253 Reduced 1.07%	23,306 $1.81 Million
Q2 2021 Aug 02, 2021	SELL	$69.72 - $73.7 $121,521 - $128,459	-1,743 Reduced 6.89%	23,559 $1.8 Million
Q1 2021 Apr 21, 2021	SELL	$65.18 - $69.88 $42,301 - $45,352	-649 Reduced 2.5%	25,302 $1.83 Million
Q4 2020 Feb 16, 2021	BUY	$61.66 - $67.88 $1.6 Million - $1.76 Million	25,951 New	25,951 $1.77 Million

Others Institutions Holding USMV

# of Institutions

1,389

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Bcgm Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History