Fortis Group Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Fortis Group Advisors, LLC

$541 Billion
Q3 2024

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 20,009 shares of USMV stock, worth $1.79 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

20,009

Previous 20,342 1.64%

Holding current value

$1.79 Million

Previous $1.71 Billion 6.97%

% of portfolio

0.34%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$83.76 - $91.82 $27,892 - $30,576	-333 Reduced 1.64%	20,009 $1.83 Billion
Q2 2024 Jul 30, 2024	SELL	$79.92 - $84.63 $180,858 - $191,517	-2,263 Reduced 10.01%	20,342 $1.71 Billion
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $200,333 - $215,051	-2,573 Reduced 10.22%	22,605 $1.89 Billion
Q4 2023 Mar 04, 2024	BUY	$70.56 - $78.63 $87,564 - $97,579	1,241 Added 5.18%	25,178 $1.84 Billion
Q3 2023 Dec 01, 2023	BUY	$72.38 - $76.06 $160,683 - $168,853	2,220 Added 10.22%	23,937 $1.74 Billion
Q2 2023 Jul 18, 2023	SELL	$71.44 - $74.33 $17,002 - $17,690	-238 Reduced 1.08%	21,717 $1.61 Billion
Q1 2023 May 26, 2023	SELL	$69.12 - $73.78 $6.06 Million - $6.47 Million	-87,727 Reduced 79.98%	21,955 $1.62 Billion
Q3 2020 Nov 17, 2020	BUY	$60.74 - $66.36 $6.66 Million - $7.28 Million	109,682 New	109,682 $6.99 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

Ticker USMV
Sector ETFs
Industry ETFs

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Fortis Group Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History