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

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 8,251 shares of USMV stock, worth $762,722. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,251
Previous 8,115 1.68%
Holding current value
$762,722
Previous $740,000 1.08%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$88.59 - $94.57 $12,048 - $12,861
136 Added 1.68%
8,251 $732,000
Q3 2024

Oct 31, 2024
BUY
$83.76 - $91.82 $168,860 - $185,109
2,016 Added 33.05%
8,115 $740,000
Q2 2024

Aug 12, 2024
SELL
$79.92 - $84.63 $37,882 - $40,114
-474 Reduced 7.21%
6,099 $512,000
Q1 2024

May 10, 2024
SELL
$77.86 - $83.58 $185,073 - $198,669
-2,377 Reduced 26.56%
6,573 $549,000
Q4 2023

Feb 13, 2024
BUY
$70.56 - $78.63 $631,512 - $703,738
8,950 New
8,950 $698,000

Others Institutions Holding USMV

# of Institutions
1,392
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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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