Holistic Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Holistic Planning, LLC holds 9,832 shares of USMV stock, worth $892,254. This represents 0.38% of its overall portfolio holdings.

Number of Shares
9,832
Previous 3,912 151.33%
Holding current value
$892,254
Previous $327 Million 174.57%
% of portfolio
0.38%
Previous 0.25%

Shares

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

Nov 01, 2024
BUY
$83.76 - $91.82 $495,859 - $543,574
5,920 Added 151.33%
9,832 $898 Million
Q1 2024

May 01, 2024
SELL
$77.86 - $83.58 $18,764 - $20,142
-241 Reduced 5.8%
3,912 $327 Million
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $293,035 - $326,550
4,153 New
4,153 $324 Million

Others Institutions Holding USMV

# of Institutions
1,257
Shares Held
204M
Call Options Held
16.1K
Put Options Held
3.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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