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

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,110,385 shares of USMV stock, worth $102 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
1,110,385
Previous 1,031,409 7.66%
Holding current value
$102 Million
Previous $86.6 Billion 17.08%
% of portfolio
3.06%
Previous 2.55%

Shares

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

Nov 12, 2024
BUY
$83.76 - $91.82 $6.62 Million - $7.25 Million
78,976 Added 7.66%
1,110,385 $101 Billion
Q2 2024

Aug 12, 2024
BUY
$79.92 - $84.63 $3.02 Million - $3.2 Million
37,793 Added 3.8%
1,031,409 $86.6 Billion
Q1 2024

May 15, 2024
BUY
$77.86 - $83.58 $77.4 Million - $83 Million
993,616 New
993,616 $83 Billion

Others Institutions Holding USMV

# of Institutions
1,320
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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