Spectrum Wealth Counsel, LLC Ishares Msci Usa Min Vol Facto Transaction History

Spectrum Wealth Counsel, LLC

  • $833 Billion
  • Q1 2025

A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 2,522 shares of USMV stock, worth $237,572. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,522
Previous 1,482 70.18%
Holding current value
$237,572
Previous $132 Million 79.51%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$87.68 - $94.52 $91,187 - $98,300
1,040 Added 70.18%
2,522 $236 Million
Q4 2024

Feb 05, 2025
SELL
$88.59 - $94.57 $19,312 - $20,616
-218 Reduced 12.82%
1,482 $132 Million
Q3 2024

Nov 08, 2024
SELL
$83.76 - $91.82 $31,242 - $34,248
-373 Reduced 17.99%
1,700 $155 Million
Q2 2024

Aug 08, 2024
SELL
$79.92 - $84.63 $2.52 Million - $2.67 Million
-31,558 Reduced 93.84%
2,073 $174 Million
Q1 2024

May 06, 2024
BUY
$77.86 - $83.58 $28,263 - $30,339
363 Added 1.09%
33,631 $2.81 Billion
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $2.35 Million - $2.62 Million
33,268 New
33,268 $2.6 Billion

Others Institutions Holding USMV

# of Institutions
1,482
Shares Held
197M
Call Options Held
32.7K
Put Options Held
95.2K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email