Blue Zone Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Blue Zone Wealth Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 3,779 shares of USMV stock, worth $340,185. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,779
Previous 3,532 6.99%
Holding current value
$340,185
Previous $296,000 16.55%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 07, 2024
BUY
$83.76 - $91.82 $20,688 - $22,679
247 Added 6.99%
3,779 $345,000
Q2 2024

Jul 12, 2024
BUY
$79.92 - $84.63 $1,598 - $1,692
20 Added 0.57%
3,532 $296,000
Q1 2024

Apr 17, 2024
BUY
$77.86 - $83.58 $4,671 - $5,014
60 Added 1.74%
3,512 $293,000
Q4 2023

Jan 09, 2024
BUY
$70.56 - $78.63 $3,104 - $3,459
44 Added 1.29%
3,452 $269,000
Q3 2023

Oct 13, 2023
BUY
$72.38 - $76.06 $16,140 - $16,961
223 Added 7.0%
3,408 $246,000
Q2 2023

Jul 24, 2023
BUY
$71.44 - $74.33 $1,786 - $1,858
25 Added 0.79%
3,185 $236,000
Q1 2023

Apr 20, 2023
BUY
$69.12 - $73.78 $7,188 - $7,673
104 Added 3.4%
3,160 $229,000
Q4 2022

Jan 27, 2023
BUY
$65.75 - $75.5 $200,932 - $230,728
3,056 New
3,056 $0
Q2 2022

Jul 13, 2022
BUY
$66.73 - $79.1 $4,270 - $5,062
64 Added 2.29%
2,858 $201,000
Q1 2022

Apr 08, 2022
BUY
$71.88 - $80.4 $3,737 - $4,180
52 Added 1.9%
2,794 $217,000
Q4 2021

Jan 24, 2022
SELL
$73.28 - $81.04 $4,616 - $5,105
-63 Reduced 2.25%
2,742 $222,000
Q3 2021

Oct 26, 2021
BUY
$73.5 - $78.28 $514 - $547
7 Added 0.25%
2,805 $206,000
Q2 2021

Aug 04, 2021
BUY
$69.72 - $73.7 $195,076 - $206,212
2,798 New
2,798 $206,000

Others Institutions Holding USMV

# of Institutions
1,252
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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