Phillips Wealth Planners LLC Ishares Msci Usa Min Vol Facto Transaction History

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,725 shares of USMV stock, worth $352,087. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,725
Previous 3,777 1.38%
Holding current value
$352,087
Previous $350 Million 6.72%
% of portfolio
0.33%
Previous 0.34%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$88.59 - $94.57 $4,606 - $4,917
-52 Reduced 1.38%
3,725 $327 Million
Q3 2024

Oct 28, 2024
SELL
$83.76 - $91.82 $167,017 - $183,089
-1,994 Reduced 34.55%
3,777 $350 Million
Q2 2024

Aug 02, 2024
BUY
$79.92 - $84.63 $2,717 - $2,877
34 Added 0.59%
5,771 $489 Million
Q1 2024

Apr 29, 2024
SELL
$77.86 - $83.58 $11,679 - $12,537
-150 Reduced 2.55%
5,737 $459 Million
Q4 2023

Feb 12, 2024
BUY
$70.56 - $78.63 $9,455 - $10,536
134 Added 2.33%
5,887 $464 Million
Q3 2023

Oct 30, 2023
BUY
$72.38 - $76.06 $2,460 - $2,586
34 Added 0.59%
5,753 $416 Million
Q2 2023

Jul 26, 2023
BUY
$71.44 - $74.33 $3,000 - $3,121
42 Added 0.74%
5,719 $425 Million
Q1 2023

May 15, 2023
SELL
$69.12 - $73.78 $236,113 - $252,032
-3,416 Reduced 37.57%
5,677 $420 Million
Q4 2022

Feb 14, 2023
BUY
$65.75 - $75.5 $597,864 - $686,521
9,093 New
9,093 $667 Million

Others Institutions Holding USMV

# of Institutions
1,389
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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 Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners 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 Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email