Holistic Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Holistic Planning, LLC holds 9,557 shares of USMV stock, worth $893,675. This represents 0.3% of its overall portfolio holdings.

Number of Shares
9,557
Previous 9,557 -0.0%
Holding current value
$893,675
Previous $849 Million 5.48%
% of portfolio
0.3%
Previous 0.31%

Shares

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

Jan 24, 2025
SELL
$88.59 - $94.57 $24,362 - $26,006
-275 Reduced 2.8%
9,557 $849 Million
Q3 2024

Nov 01, 2024
BUY
$83.76 - $91.82 $495,859 - $543,574
5,920 Added 151.33%
9,832 $898 Million
Q1 2024

May 01, 2024
SELL
$77.86 - $83.58 $18,764 - $20,142
-241 Reduced 5.8%
3,912 $327 Million
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $293,035 - $326,550
4,153 New
4,153 $324 Million

Others Institutions Holding USMV

# of Institutions
1,445
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
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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