Blue Bell Private Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Blue Bell Private Wealth Management, LLC

  • $499 Million
  • Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 217 shares of USMV stock, worth $19,026. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 278 21.94%
Holding current value
$19,026
Previous $23,000 17.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024
SELL
$83.76 - $91.82 $5,109 - $5,601
-61 Reduced 21.94%
217 $19,000
Q2 2024

Aug 05, 2024
BUY
$79.92 - $84.63 $12,227 - $12,948
153 Added 122.4%
278 $23,000
Q1 2024

Apr 24, 2024
BUY
$77.86 - $83.58 $1,012 - $1,086
13 Added 11.61%
125 $10,000
Q4 2022

Feb 03, 2023
BUY
$65.75 - $75.5 $4,010 - $4,605
61 Added 119.61%
112 $8,000
Q4 2021

Jan 26, 2022
BUY
$73.28 - $81.04 $3,737 - $4,133
51 New
51 $4,000

Others Institutions Holding USMV

# of Institutions
1,285
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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