A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 100,316 shares of USMV stock, worth $9.04 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares
100,316
Previous 98,485 1.86%
Holding current value
$9.04 Million
Previous $8.27 Million 10.78%
% of portfolio
3.15%
Previous 3.05%

Shares

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

Oct 10, 2024

BUY
$83.76 - $91.82 $153,364 - $168,122
1,831 Added 1.86%
100,316 $9.16 Million
Q2 2024

Jul 15, 2024

SELL
$79.92 - $84.63 $165,754 - $175,522
-2,074 Reduced 2.06%
98,485 $8.27 Million
Q1 2024

Apr 17, 2024

SELL
$77.86 - $83.58 $196,907 - $211,373
-2,529 Reduced 2.45%
100,559 $8.4 Million
Q4 2023

Jan 19, 2024

BUY
$70.56 - $78.63 $858,715 - $956,927
12,170 Added 13.39%
103,088 $8.04 Million
Q3 2023

Oct 27, 2023

SELL
$72.38 - $76.06 $7,238 - $7,606
-100 Reduced 0.11%
90,918 $6.58 Million
Q2 2023

Aug 04, 2023

BUY
$71.44 - $74.33 $711,542 - $740,326
9,960 Added 12.29%
91,018 $6.77 Million
Q1 2023

Apr 12, 2023

BUY
$69.12 - $73.78 $160,220 - $171,022
2,318 Added 2.94%
81,058 $5.9 Million
Q4 2022

Jan 19, 2023

BUY
$65.75 - $75.5 $4.58 Million - $5.26 Million
69,717 Added 772.66%
78,740 $0
Q3 2022

Oct 14, 2022

BUY
$66.1 - $76.63 $129,225 - $149,811
1,955 Added 27.66%
9,023 $596,000
Q2 2022

Jul 27, 2022

BUY
$66.73 - $79.1 $18,284 - $21,673
274 Added 4.03%
7,068 $496,000
Q1 2022

Apr 22, 2022

BUY
$71.88 - $80.4 $108,610 - $121,484
1,511 Added 28.6%
6,794 $527,000
Q4 2021

Jan 24, 2022

SELL
$73.28 - $81.04 $5,642 - $6,240
-77 Reduced 1.44%
5,283 $427,000
Q3 2021

Oct 26, 2021

SELL
$73.5 - $78.28 $9,481 - $10,098
-129 Reduced 2.35%
5,360 $394,000
Q2 2021

Jul 28, 2021

SELL
$69.72 - $73.7 $9,691 - $10,244
-139 Reduced 2.47%
5,489 $404,000
Q1 2021

Apr 30, 2021

SELL
$65.18 - $69.88 $2.61 Million - $2.8 Million
-40,074 Reduced 87.69%
5,628 $389,000
Q4 2020

Feb 11, 2021

BUY
$61.66 - $67.88 $168,825 - $185,855
2,738 Added 6.37%
45,702 $3.1 Million
Q3 2020

Oct 13, 2020

BUY
$60.74 - $66.36 $55,820 - $60,984
919 Added 2.19%
42,964 $2.74 Million
Q2 2020

Jul 13, 2020

BUY
$51.94 - $64.01 $399,782 - $492,684
7,697 Added 22.41%
42,045 $2.55 Million
Q1 2020

Apr 17, 2020

SELL
$46.61 - $69.67 $1.92 Million - $2.87 Million
-41,148 Reduced 54.5%
34,348 $1.86 Million
Q4 2019

Jan 14, 2020

SELL
$62.68 - $65.67 $26,639 - $27,909
-425 Reduced 0.56%
75,496 $4.95 Million
Q3 2019

Oct 31, 2019

SELL
$61.12 - $64.69 $167,529 - $177,315
-2,741 Reduced 3.48%
75,921 $4.87 Million
Q2 2019

Aug 06, 2019

SELL
$58.77 - $62.47 $95,266 - $101,263
-1,621 Reduced 2.02%
78,662 $4.86 Million
Q1 2019

Apr 09, 2019

SELL
$51.18 - $58.8 $137,520 - $157,995
-2,687 Reduced 3.24%
80,283 $4.72 Million
Q4 2018

Feb 14, 2019

BUY
$49.77 - $57.05 $4.13 Million - $4.73 Million
82,970 New
82,970 $4.35 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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