Agate Pass Investment Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Agate Pass Investment Management, LLC

  • $194 Million
  • Q3 2024

A detailed history of Agate Pass Investment Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 5,964 shares of USMV stock, worth $563,776. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,964
Previous 5,964 -0.0%
Holding current value
$563,776
Previous $500,000 8.8%
% of portfolio
0.28%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
BUY
$71.44 - $74.33 $14,288 - $14,866
200 Added 3.47%
5,964 $443,000
Q4 2022

Feb 06, 2023
BUY
$65.75 - $75.5 $27,286 - $31,332
415 Added 7.76%
5,764 $415,000
Q3 2022

Oct 14, 2022
BUY
$66.1 - $76.63 $23,465 - $27,203
355 Added 7.11%
5,349 $354,000
Q4 2021

Jan 21, 2022
BUY
$73.28 - $81.04 $365,960 - $404,713
4,994 New
4,994 $404,000

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 Agate Pass Investment Management, LLC Portfolio

Follow Agate Pass Investment Management, 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 Agate Pass Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Agate Pass Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email