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

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 935 shares of USMV stock, worth $88,077. This represents 0.03% of its overall portfolio holdings.

Number of Shares
935
Previous 941 0.64%
Holding current value
$88,077
Previous $85,000 2.35%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$88.59 - $94.57 $531 - $567
-6 Reduced 0.64%
935 $83,000
Q3 2024

Nov 06, 2024
SELL
$83.76 - $91.82 $4,606 - $5,050
-55 Reduced 5.52%
941 $85,000
Q3 2023

Nov 09, 2023
BUY
$72.38 - $76.06 $4,704 - $4,943
65 Added 6.98%
996 $72,000
Q4 2022

Feb 13, 2023
BUY
$65.75 - $75.5 $61,213 - $70,290
931 New
931 $67,000

Others Institutions Holding USMV

# of Institutions
1,492
Shares Held
197M
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
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