Independent Wealth Network Inc. Ishares Msci Usa Min Vol Facto Transaction History

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,091 shares of USMV stock, worth $277,726. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,091
Previous 2,883 7.21%
Holding current value
$277,726
Previous $263,000 4.18%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Jan 17, 2025
BUY
$88.59 - $94.57 $18,426 - $19,670
208 Added 7.21%
3,091 $274,000
Q3 2024

Oct 15, 2024
SELL
$83.76 - $91.82 $3,099 - $3,397
-37 Reduced 1.27%
2,883 $263,000
Q2 2024

Jul 18, 2024
BUY
$79.92 - $84.63 $2,237 - $2,369
28 Added 0.97%
2,920 $245,000
Q1 2024

May 20, 2024
BUY
$77.86 - $83.58 $225,171 - $241,713
2,892 New
2,892 $241,000
Q4 2023

Jan 12, 2024
SELL
$70.56 - $78.63 $57,435 - $64,004
-814 Reduced 16.02%
4,266 $332,000
Q3 2023

Oct 11, 2023
BUY
$72.38 - $76.06 $17,733 - $18,634
245 Added 5.07%
5,080 $367,000
Q2 2023

Jul 12, 2023
BUY
$71.44 - $74.33 $22,717 - $23,636
318 Added 7.04%
4,835 $359,000
Q1 2023

Apr 18, 2023
BUY
$69.12 - $73.78 $14,376 - $15,346
208 Added 4.83%
4,517 $328,000
Q4 2022

Jan 25, 2023
SELL
$65.75 - $75.5 $55,624 - $63,873
-846 Reduced 16.41%
4,309 $0
Q3 2022

Oct 17, 2022
BUY
$66.1 - $76.63 $104,173 - $120,768
1,576 Added 44.03%
5,155 $341,000
Q2 2022

Jul 26, 2022
BUY
$66.73 - $79.1 $238,826 - $283,098
3,579 New
3,579 $251,000

Others Institutions Holding USMV

# of Institutions
1,291
Shares Held
199M
Call Options Held
10.6K
Put Options Held
27K
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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