Phillips Wealth Planners LLC Ishares Msci Usa Min Vol Facto Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,777 shares of USMV stock, worth $352,922. This represents 0.34% of its overall portfolio holdings.

Number of Shares

3,777

Previous 5,771 34.55%

Holding current value

$352,922

Previous $489 Million 28.35%

% of portfolio

0.34%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$83.76 - $91.82 $167,017 - $183,089	-1,994 Reduced 34.55%	3,777 $350 Million
Q2 2024 Aug 02, 2024	BUY	$79.92 - $84.63 $2,717 - $2,877	34 Added 0.59%	5,771 $489 Million
Q1 2024 Apr 29, 2024	SELL	$77.86 - $83.58 $11,679 - $12,537	-150 Reduced 2.55%	5,737 $459 Million
Q4 2023 Feb 12, 2024	BUY	$70.56 - $78.63 $9,455 - $10,536	134 Added 2.33%	5,887 $464 Million
Q3 2023 Oct 30, 2023	BUY	$72.38 - $76.06 $2,460 - $2,586	34 Added 0.59%	5,753 $416 Million
Q2 2023 Jul 26, 2023	BUY	$71.44 - $74.33 $3,000 - $3,121	42 Added 0.74%	5,719 $425 Million
Q1 2023 May 15, 2023	SELL	$69.12 - $73.78 $236,113 - $252,032	-3,416 Reduced 37.57%	5,677 $420 Million
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $597,864 - $686,521	9,093 New	9,093 $667 Million

Others Institutions Holding USMV

# of Institutions

1,281

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Phillips Wealth Planners LLC Ishares Msci Usa Min Vol Facto Transaction History