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

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Brown Wealth Management, LLC holds 36,594 shares of USMV stock, worth $3.39 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

36,594

Previous 41,353 11.51%

Holding current value

$3.39 Million

Previous $3.78 Billion 13.95%

% of portfolio

1.15%

Previous 1.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$88.59 - $94.57 $421,599 - $450,058	-4,759 Reduced 11.51%	36,594 $3.25 Billion
Q3 2024 Nov 14, 2024	SELL	$83.76 - $91.82 $31,828 - $34,891	-380 Reduced 0.91%	41,353 $3.78 Billion
Q2 2024 Aug 13, 2024	SELL	$79.92 - $84.63 $38,361 - $40,622	-480 Reduced 1.14%	41,733 $3.5 Billion
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $103,943 - $111,579	-1,335 Reduced 3.07%	42,213 $3.53 Billion
Q4 2023 Feb 14, 2024	SELL	$70.56 - $78.63 $463,296 - $516,284	-6,566 Reduced 13.1%	43,548 $3.4 Billion
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $3.08 Million - $3.24 Million	-42,620 Reduced 45.96%	50,114 $3.63 Billion
Q2 2023 Aug 08, 2023	BUY	$71.44 - $74.33 $6.62 Million - $6.89 Million	92,734 New	92,734 $6.89 Billion

Others Institutions Holding USMV

# of Institutions

1,396

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
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Account

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