Fortune Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Fortune Financial Advisors, LLC

$110 Billion
Q4 2024

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 122,298 shares of USMV stock, worth $11.4 Million. This represents 9.87% of its overall portfolio holdings.

Number of Shares

122,298

Previous 117,871 3.76%

Holding current value

$11.4 Million

Previous $10.8 Billion 0.89%

% of portfolio

9.87%

Previous 9.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$88.59 - $94.57 $392,187 - $418,661	4,427 Added 3.76%	122,298 $10.9 Billion
Q3 2024 Oct 24, 2024	SELL	$83.76 - $91.82 $753 - $826	-9 Reduced 0.01%	117,871 $10.8 Billion
Q2 2024 Jul 16, 2024	SELL	$79.92 - $84.63 $84,875 - $89,877	-1,062 Reduced 0.89%	117,880 $9.9 Billion
Q1 2024 Apr 23, 2024	SELL	$77.86 - $83.58 $224,392 - $240,877	-2,882 Reduced 2.37%	118,942 $9.94 Billion
Q4 2023 Jan 25, 2024	BUY	$70.56 - $78.63 $110,496 - $123,134	1,566 Added 1.3%	121,824 $9.51 Billion
Q3 2023 Oct 25, 2023	SELL	$72.38 - $76.06 $13,679 - $14,375	-189 Reduced 0.16%	120,258 $8.7 Billion
Q2 2023 Aug 07, 2023	BUY	$71.44 - $74.33 $8.6 Million - $8.95 Million	120,447 New	120,447 $8.95 Billion

Others Institutions Holding USMV

# of Institutions

1,383

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Fortune Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History