Moisand Fitzgerald Tamayo, LLC Ishares Msci Usa Min Vol Facto Transaction History

Moisand Fitzgerald Tamayo, LLC

$760 Million
Q2 2025

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 225 shares of USMV stock, worth $21,471. This represents 0.0% of its overall portfolio holdings.

Number of Shares

225

Previous 225 -0.0%

Holding current value

$21,471

Previous $21,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$77.86 - $83.58 $4,905 - $5,265	-63 Reduced 21.88%	225 $18,000
Q4 2023 Jan 18, 2024	BUY	$70.56 - $78.63 $2,681 - $2,987	38 Added 15.2%	288 $22,000
Q3 2023 Oct 20, 2023	SELL	$72.38 - $76.06 $2,822 - $2,966	-39 Reduced 13.49%	250 $18,000
Q2 2022 Aug 01, 2022	BUY	$66.73 - $79.1 $19,284 - $22,859	289 New	289 $20,000
Q4 2020 Feb 02, 2021	SELL	$61.66 - $67.88 $2,589 - $2,850	-42 Closed	0 $0
Q3 2020 Nov 02, 2020	BUY	$60.74 - $66.36 $2,551 - $2,787	42 New	42 $3,000
Q1 2018 Apr 30, 2018	SELL	$50.24 - $55.31 $13,816 - $15,210	-275 Closed	0 $0
Q3 2017 Nov 03, 2017	BUY	$50.1 - $50.34 $13,777 - $13,843	275	275 $14,000

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

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About ISHARES MSCI USA MIN VOL FACTO

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Moisand Fitzgerald Tamayo, LLC Ishares Msci Usa Min Vol Facto Transaction History