Moneta Group Investment Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 10,963 shares of USMV stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,963
Previous 10,987 0.22%
Holding current value
$1.03 Million
Previous $1 Million 2.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
SELL
$88.59 - $94.57 $2,126 - $2,269
-24 Reduced 0.22%
10,963 $973,000
Q3 2024

Nov 12, 2024
SELL
$83.76 - $91.82 $2,512 - $2,754
-30 Reduced 0.27%
10,987 $1 Million
Q2 2024

Aug 13, 2024
BUY
$79.92 - $84.63 $15,264 - $16,164
191 Added 1.76%
11,017 $924,000
Q1 2024

Aug 13, 2024
BUY
$77.86 - $83.58 $170,513 - $183,040
2,190 Added 25.36%
10,826 $904,000
Q4 2023

Feb 15, 2024
SELL
$70.56 - $78.63 $4,868 - $5,425
-69 Reduced 0.79%
8,636 $673,000
Q3 2023

Nov 15, 2023
SELL
$72.38 - $76.06 $295,455 - $310,476
-4,082 Reduced 31.92%
8,705 $630,000
Q2 2023

Aug 15, 2023
BUY
$71.44 - $74.33 $138,236 - $143,828
1,935 Added 17.83%
12,787 $950,000
Q1 2023

May 15, 2023
BUY
$69.12 - $73.78 $5,944 - $6,345
86 Added 0.8%
10,852 $789,000
Q4 2022

Feb 16, 2023
BUY
$65.75 - $75.5 $603,848 - $693,392
9,184 Added 580.53%
10,766 $776,000
Q4 2022

Feb 16, 2023
SELL
$65.75 - $75.5 $721 Million - $827 Million
-10,959,874 Reduced 99.99%
1,582 $114,000
Q4 2022

Feb 15, 2023
BUY
$65.75 - $75.5 $720 Million - $827 Million
10,953,635 Added 140054.16%
10,961,456 $790 Million
Q3 2022

Nov 14, 2022
SELL
$66.1 - $76.63 $11,170 - $12,950
-169 Reduced 2.12%
7,821 $517,000
Q2 2022

Aug 15, 2022
BUY
$66.73 - $79.1 $72,935 - $86,456
1,093 Added 15.85%
7,990 $561,000
Q1 2022

May 11, 2022
SELL
$71.88 - $80.4 $123,561 - $138,207
-1,719 Reduced 19.95%
6,897 $535,000
Q4 2021

Feb 11, 2022
BUY
$73.28 - $81.04 $401,061 - $443,531
5,473 Added 174.13%
8,616 $697,000
Q3 2021

Nov 12, 2021
BUY
$73.5 - $78.28 $6,321 - $6,732
86 Added 2.81%
3,143 $231,000
Q2 2021

Aug 13, 2021
SELL
$69.72 - $73.7 $121,382 - $128,311
-1,741 Reduced 36.29%
3,057 $225,000
Q1 2021

May 14, 2021
BUY
$65.18 - $69.88 $41,975 - $45,002
644 Added 15.5%
4,798 $332,000
Q4 2020

Feb 12, 2021
BUY
$61.66 - $67.88 $256,135 - $281,973
4,154 New
4,154 $282,000
Q3 2020

Nov 13, 2020
SELL
$60.74 - $66.36 $327,570 - $357,879
-5,393 Closed
0 $0
Q2 2020

Aug 12, 2020
SELL
$51.94 - $64.01 $637,303 - $785,402
-12,270 Reduced 69.47%
5,393 $327,000
Q1 2020

May 13, 2020
BUY
$46.61 - $69.67 $794,141 - $1.19 Million
17,038 Added 2726.08%
17,663 $954,000
Q2 2018

Aug 14, 2018
BUY
$51.06 - $53.87 $31,912 - $33,668
625 New
625 $34,000

Others Institutions Holding USMV

# of Institutions
1,391
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Moneta Group Investment Advisors LLC Portfolio

Follow Moneta Group Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneta Group Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moneta Group Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email