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

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 49,087 shares of USMV stock, worth $4.5 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

49,087

Previous 48,812 0.56%

Holding current value

$4.5 Million

Previous $4.46 Billion 2.21%

% of portfolio

1.13%

Previous 1.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$88.59 - $94.57 $24,362 - $26,006	275 Added 0.56%	49,087 $4.36 Billion
Q3 2024 Oct 24, 2024	SELL	$83.76 - $91.82 $102,270 - $112,112	-1,221 Reduced 2.44%	48,812 $4.46 Billion
Q2 2024 Aug 16, 2024	BUY	$79.92 - $84.63 $184,135 - $194,987	2,304 Added 4.83%	50,033 $4.2 Billion
Q1 2024 May 14, 2024	SELL	$77.86 - $83.58 $145,753 - $156,461	-1,872 Reduced 3.77%	47,729 $3.99 Billion
Q4 2023 Feb 13, 2024	SELL	$70.56 - $78.63 $458,287 - $510,701	-6,495 Reduced 11.58%	49,601 $3.87 Billion
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $16,792 - $17,645	-232 Reduced 0.41%	56,096 $4.06 Billion
Q2 2023 Aug 14, 2023	SELL	$71.44 - $74.33 $18.4 Million - $19.2 Million	-258,184 Reduced 82.09%	56,328 $4.19 Billion
Q1 2023 May 10, 2023	SELL	$69.12 - $73.78 $122,964 - $131,254	-1,779 Reduced 0.56%	314,512 $22.9 Billion
Q4 2022 Feb 15, 2023	BUY	$65.75 - $75.5 $20.8 Million - $23.9 Million	316,291 New	316,291 $22.8 Billion

Others Institutions Holding USMV

# of Institutions

1,313

Shares Held

200M

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