A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 18,488 shares of USMV stock, worth $1.55 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares
18,488
Previous 169 10839.64%
Holding current value
$1.55 Million
Previous $13,000 11784.62%
% of portfolio
1.8%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$77.86 - $83.58 $1.43 Million - $1.53 Million
18,319 Added 10839.64%
18,488 $1.55 Million
Q4 2023

Feb 06, 2024

SELL
$70.56 - $78.63 $7,832 - $8,727
-111 Reduced 39.64%
169 $13,000
Q3 2023

Nov 15, 2023

BUY
$72.38 - $76.06 $12,232 - $12,854
169 Added 152.25%
280 $20,000
Q4 2021

Feb 14, 2022

BUY
$73.28 - $81.04 $8,134 - $8,995
111 New
111 $9,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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

Track Delos Wealth Advisors, LLC Portfolio

Follow Delos Wealth Advisors, 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 Delos Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Delos Wealth Advisors, LLC with notifications on news.