Frg Family Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Frg Family Wealth Advisors LLC

  • $545 Million
  • Q3 2024

A detailed history of Frg Family Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 13,800 shares of USMV stock, worth $1.24 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
13,800
Previous 14,135 2.37%
Holding current value
$1.24 Million
Previous $1.19 Million 6.24%
% of portfolio
0.23%
Previous 0.17%

Shares

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

Nov 15, 2024
SELL
$83.76 - $91.82 $28,059 - $30,759
-335 Reduced 2.37%
13,800 $1.26 Million
Q2 2024

Aug 07, 2024
SELL
$79.92 - $84.63 $19,580 - $20,734
-245 Reduced 1.7%
14,135 $1.19 Million
Q4 2023

Jan 09, 2024
SELL
$70.56 - $78.63 $388,080 - $432,465
-5,500 Reduced 27.67%
14,380 $1.12 Million
Q3 2023

Oct 11, 2023
BUY
$72.38 - $76.06 $9,771 - $10,268
135 Added 0.68%
19,880 $1.44 Million
Q4 2022

Jan 25, 2023
SELL
$65.75 - $75.5 $309,353 - $355,227
-4,705 Reduced 19.24%
19,745 $0
Q2 2022

Jul 11, 2022
SELL
$66.73 - $79.1 $26,358 - $31,244
-395 Reduced 1.59%
24,450 $1.72 Million
Q1 2022

May 06, 2022
SELL
$71.88 - $80.4 $111,414 - $124,620
-1,550 Reduced 5.87%
24,845 $1.93 Million
Q4 2021

Feb 09, 2022
SELL
$73.28 - $81.04 $534,944 - $591,592
-7,300 Reduced 21.66%
26,395 $2.14 Million
Q2 2021

Mar 02, 2022
SELL
$69.72 - $73.7 $225,335 - $238,198
-3,232 Reduced 8.75%
33,695 $2.48 Million
Q1 2021

Mar 02, 2022
SELL
$65.18 - $69.88 $568,565 - $609,563
-8,723 Reduced 19.11%
36,927 $2.56 Million
Q4 2020

Mar 02, 2022
SELL
$61.66 - $67.88 $879,579 - $968,308
-14,265 Reduced 23.81%
45,650 $3.1 Million
Q3 2020

Mar 02, 2022
SELL
$60.74 - $66.36 $882,248 - $963,879
-14,525 Reduced 19.51%
59,915 $3.82 Million
Q2 2020

Mar 02, 2022
SELL
$51.94 - $64.01 $489,794 - $603,614
-9,430 Reduced 11.24%
74,440 $4.51 Million
Q1 2020

Mar 02, 2022
SELL
$46.61 - $69.67 $27,266 - $40,756
-585 Reduced 0.69%
83,870 $4.53 Million
Q4 2019

Mar 02, 2022
BUY
$62.68 - $65.67 $2.93 Million - $3.07 Million
46,695 Added 123.66%
84,455 $5.54 Million
Q3 2019

Mar 02, 2022
BUY
$61.12 - $64.69 $2.31 Million - $2.44 Million
37,760 New
37,760 $2.42 Million

Others Institutions Holding USMV

# of Institutions
1,283
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
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