Forte Asset Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Forte Asset Management LLC

  • $184 Million
  • Q4 2024

A detailed history of Forte Asset Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forte Asset Management LLC holds 5,574 shares of USMV stock, worth $518,716. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,574
Previous 5,574 -0.0%
Holding current value
$518,716
Previous $508,000 2.76%
% of portfolio
0.27%
Previous 0.28%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 31, 2024
BUY
$70.56 - $78.63 $393,301 - $438,283
5,574 New
5,574 $434,000
Q3 2022

Oct 24, 2022
BUY
$66.1 - $76.63 $337,110 - $390,813
5,100 Added 20.13%
30,434 $2.01 Million
Q2 2022

Jul 22, 2022
BUY
$66.73 - $79.1 $1.69 Million - $2 Million
25,334 New
25,334 $1.78 Million

Others Institutions Holding USMV

# of Institutions
1,383
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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 Forte Asset Management LLC Portfolio

Follow Forte Asset Management 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 Forte Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forte Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email