A detailed history of Alan B. Lancz & Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Alan B. Lancz & Associates, Inc. holds 3,700 shares of USMV stock, worth $336,367. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,700
Previous 3,700 -0.0%
Holding current value
$336,367
Previous $288,000 7.64%
% of portfolio
0.31%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

SELL
$72.38 - $76.06 $28,952 - $30,424
-400 Reduced 9.76%
3,700 $267,000
Q2 2022

Aug 11, 2022

BUY
$66.73 - $79.1 $273,593 - $324,310
4,100 New
4,100 $303,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Alan B. Lancz & Associates, Inc. Portfolio

Follow Alan B. Lancz & Associates, Inc. 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 Alan B. Lancz & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Alan B. Lancz & Associates, Inc. with notifications on news.