Concurrent Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 127,036 shares of USMV stock, worth $11.9 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
127,036
Previous 134,470 5.53%
Holding current value
$11.9 Million
Previous $11.3 Billion 2.74%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Oct 30, 2024
SELL
$83.76 - $91.82 $622,671 - $682,589
-7,434 Reduced 5.53%
127,036 $11.6 Billion
Q2 2024

Jul 30, 2024
BUY
$79.92 - $84.63 $8.17 Million - $8.65 Million
102,178 Added 316.42%
134,470 $11.3 Billion
Q1 2024

May 07, 2024
SELL
$77.86 - $83.58 $384,472 - $412,718
-4,938 Reduced 13.26%
32,292 $2.7 Billion
Q4 2023

Apr 15, 2024
BUY
$70.56 - $78.63 $2.63 Million - $2.93 Million
37,230 New
37,230 $2.9 Billion

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email