A detailed history of Forthright Family Wealth Advisory LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forthright Family Wealth Advisory LLC holds 20,625 shares of USMV stock, worth $1.86 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
20,625
Previous 21,798 5.38%
Holding current value
$1.86 Million
Previous $1.82 Billion 4.95%
% of portfolio
1.12%
Previous 1.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$79.92 - $84.63 $93,746 - $99,270
-1,173 Reduced 5.38%
20,625 $1.73 Billion
Q1 2024

Apr 29, 2024

BUY
$77.86 - $83.58 $74,278 - $79,735
954 Added 4.58%
21,798 $1.82 Billion
Q4 2023

Feb 28, 2024

BUY
$70.56 - $78.63 $1.47 Million - $1.64 Million
20,844 New
20,844 $1.63 Billion

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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