Bogart Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Bogart Wealth, LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Bogart Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bogart Wealth, LLC holds 203 shares of USMV stock, worth $19,122. This represents 0.0% of its overall portfolio holdings.

Number of Shares
203
Previous 203 -0.0%
Holding current value
$19,122
Previous $19,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$87.68 - $94.52 $4,471 - $4,820
51 Added 33.55%
203 $19,000
Q3 2024

Oct 22, 2024
BUY
$83.76 - $91.82 $9,548 - $10,467
114 Added 300.0%
152 $13,000
Q2 2024

Jul 31, 2024
SELL
$79.92 - $84.63 $11,268 - $11,932
-141 Reduced 78.77%
38 $3,000
Q1 2024

Apr 25, 2024
SELL
$77.86 - $83.58 $622 - $668
-8 Reduced 4.28%
179 $14,000
Q1 2023

Apr 21, 2023
SELL
$69.12 - $73.78 $4,285 - $4,574
-62 Reduced 24.9%
187 $13,000
Q1 2022

Apr 22, 2022
SELL
$71.88 - $80.4 $12,363 - $13,828
-172 Reduced 40.86%
249 $19,000
Q1 2021

Apr 16, 2021
BUY
$65.18 - $69.88 $27,440 - $29,419
421 New
421 $29,000

Others Institutions Holding USMV

# of Institutions
1,483
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

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

News

Stay updated on Bogart Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email