Forum Private Client Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024

A detailed history of Forum Private Client Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Forum Private Client Group LLC holds 25,134 shares of USMV stock, worth $2.2 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
25,134
Previous 29,124 13.7%
Holding current value
$2.2 Million
Previous $2.45 Billion 6.15%
% of portfolio
1.02%
Previous 1.16%

Shares

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

Nov 12, 2024
SELL
$83.76 - $91.82 $334,202 - $366,361
-3,990 Reduced 13.7%
25,134 $2.29 Billion
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $545,294 - $577,430
-6,823 Reduced 18.98%
29,124 $2.45 Billion
Q1 2024

May 15, 2024
SELL
$77.86 - $83.58 $718,881 - $771,694
-9,233 Reduced 20.44%
35,947 $3 Billion
Q4 2023

Jan 19, 2024
BUY
$70.56 - $78.63 $3.19 Million - $3.55 Million
45,180 New
45,180 $3.53 Billion
Q2 2023

Aug 02, 2023
SELL
$71.44 - $74.33 $1.19 Million - $1.24 Million
-16,648 Reduced 16.39%
84,936 $6.31 Million
Q1 2023

May 15, 2023
SELL
$69.12 - $73.78 $736,128 - $785,757
-10,650 Reduced 9.49%
101,584 $7.39 Million
Q4 2022

Feb 10, 2023
SELL
$65.75 - $75.5 $264,775 - $304,038
-4,027 Reduced 3.46%
112,234 $8.09 Million
Q3 2022

Nov 10, 2022
SELL
$66.1 - $76.63 $226,326 - $262,381
-3,424 Reduced 2.86%
116,261 $7.69 Million
Q2 2022

Aug 05, 2022
BUY
$66.73 - $79.1 $767,395 - $909,649
11,500 Added 10.63%
119,685 $8.4 Million
Q1 2022

Aug 05, 2022
BUY
$71.88 - $80.4 $7.78 Million - $8.7 Million
108,185 New
108,185 $8.39 Million

Others Institutions Holding USMV

# of Institutions
1,285
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
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More about USMV
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