Altus Wealth Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Altus Wealth Group LLC

  • $229 Million
  • Q3 2024

A detailed history of Altus Wealth Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Altus Wealth Group LLC holds 52,267 shares of USMV stock, worth $4.68 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
52,267
Previous 59,754 12.53%
Holding current value
$4.68 Million
Previous $5.02 Million 4.86%
% of portfolio
2.08%
Previous 2.54%

Shares

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

Oct 22, 2024
SELL
$83.76 - $91.82 $627,111 - $687,456
-7,487 Reduced 12.53%
52,267 $4.77 Million
Q2 2024

Aug 05, 2024
SELL
$79.92 - $84.63 $1.38 Million - $1.46 Million
-17,303 Reduced 22.45%
59,754 $5.02 Million
Q1 2024

May 02, 2024
SELL
$77.86 - $83.58 $491,374 - $527,473
-6,311 Reduced 7.57%
77,057 $6.44 Million
Q4 2023

Jan 29, 2024
SELL
$70.56 - $78.63 $36,902 - $41,123
-523 Reduced 0.62%
83,368 $6.51 Million
Q3 2023

Nov 13, 2023
BUY
$72.38 - $76.06 $30,616 - $32,173
423 Added 0.51%
83,891 $6.07 Million
Q2 2023

Aug 03, 2023
BUY
$71.44 - $74.33 $93,229 - $97,000
1,305 Added 1.59%
83,468 $6.2 Million
Q1 2023

May 01, 2023
SELL
$69.12 - $73.78 $2,833 - $3,024
-41 Reduced 0.05%
82,163 $5.98 Million
Q4 2022

Jan 18, 2023
BUY
$65.75 - $75.5 $1.59 Million - $1.82 Million
24,142 Added 41.58%
82,204 $0
Q2 2022

Aug 10, 2022
SELL
$66.73 - $79.1 $1.31 Million - $1.55 Million
-19,619 Reduced 25.26%
58,062 $4.27 Million
Q1 2022

May 09, 2022
SELL
$71.88 - $80.4 $428,836 - $479,666
-5,966 Reduced 7.13%
77,681 $6.03 Million
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $1.87 Million - $2.07 Million
25,585 Added 44.06%
83,647 $6.77 Million
Q3 2021

Nov 08, 2021
SELL
$73.5 - $78.28 $437,472 - $465,922
-5,952 Reduced 9.3%
58,062 $4.27 Million
Q2 2021

Aug 12, 2021
BUY
$69.72 - $73.7 $33,326 - $35,228
478 Added 0.75%
64,014 $4.71 Million
Q1 2021

May 14, 2021
SELL
$65.18 - $69.88 $611,453 - $655,544
-9,381 Reduced 12.87%
63,536 $4.58 Million
Q4 2020

Feb 12, 2021
BUY
$61.66 - $67.88 $4.5 Million - $4.95 Million
72,917 New
72,917 $4.95 Million

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

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