Mosaic Family Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 20,567 shares of USMV stock, worth $1.87 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

20,567

Previous 26,173 21.42%

Holding current value

$1.87 Million

Previous $2.2 Billion 14.54%

% of portfolio

0.28%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$83.76 - $91.82 $469,558 - $514,742	-5,606 Reduced 21.42%	20,567 $1.88 Billion
Q2 2024 Aug 06, 2024	SELL	$79.92 - $84.63 $223,616 - $236,794	-2,798 Reduced 9.66%	26,173 $2.2 Billion
Q1 2024 Jun 13, 2024	BUY	$77.86 - $83.58 $77,937 - $83,663	1,001 Added 3.58%	28,971 $2.42 Billion
Q4 2023 Jan 29, 2024	SELL	$70.56 - $78.63 $136,886 - $152,542	-1,940 Reduced 6.49%	27,970 $2.18 Billion
Q2 2023 Aug 08, 2023	SELL	$71.44 - $74.33 $81,370 - $84,661	-1,139 Reduced 3.67%	29,910 $2.22 Billion
Q1 2023 Apr 10, 2023	BUY	$69.12 - $73.78 $494,899 - $528,264	7,160 Added 29.97%	31,049 $2.26 Billion
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $1.57 Million - $1.8 Million	23,889 New	23,889 $1.72 Billion

Others Institutions Holding USMV

# of Institutions

1,303

Shares Held

199M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History