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

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

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 3,912 shares of USMV stock, worth $355,639. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,912
Previous 3,912 -0.0%
Holding current value
$355,639
Previous $327 Million -0.0%
% of portfolio
0.25%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,245
Shares Held
211M
Call Options Held
16.1K
Put Options Held
102K
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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