Regent Peak Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Regent Peak Wealth Advisors LLC

  • $393 Million
  • Q1 2024

A detailed history of Regent Peak Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 2,742 shares of USMV stock, worth $229,971. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,742
Previous 2,742 -0.0%
Holding current value
$229,971
Previous $213,000 7.51%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
SELL
$70.56 - $78.63 $142,954 - $159,304
-2,026 Reduced 42.49%
2,742 $213,000
Q3 2023

Nov 03, 2023
SELL
$72.38 - $76.06 $11,580 - $12,169
-160 Reduced 3.25%
4,768 $345,000
Q2 2023

Jul 19, 2023
SELL
$71.44 - $74.33 $25,932 - $26,981
-363 Reduced 6.86%
4,928 $366,000
Q1 2023

Apr 24, 2023
SELL
$69.12 - $73.78 $114,808 - $122,548
-1,661 Reduced 23.89%
5,291 $384,000
Q4 2022

Feb 08, 2023
BUY
$69.45 - $75.5 $42,711 - $46,432
615 Added 9.7%
6,952 $501,000
Q2 2022

Aug 11, 2022
BUY
$66.73 - $79.1 $99,761 - $118,254
1,495 Added 30.88%
6,337 $444,000
Q4 2021

Feb 11, 2022
SELL
$73.28 - $81.04 $9,306 - $10,292
-127 Reduced 2.56%
4,842 $392,000
Q2 2021

Aug 16, 2021
SELL
$69.72 - $73.7 $69 - $73
-1 Reduced 0.02%
4,969 $379,000
Q1 2021

Apr 28, 2021
BUY
$65.18 - $69.88 $65 - $69
1 Added 0.02%
4,970 $343,000
Q4 2020

Feb 12, 2021
BUY
$61.66 - $67.88 $98,409 - $108,336
1,596 Added 47.32%
4,969 $337,000
Q2 2020

Aug 05, 2020
BUY
$51.94 - $64.01 $175,193 - $215,905
3,373 New
3,373 $205,000
Q1 2020

Apr 27, 2020
SELL
$46.61 - $69.67 $157,215 - $234,996
-3,373 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$62.68 - $65.67 $211,419 - $221,504
3,373 New
3,373 $221,000

Others Institutions Holding USMV

# of Institutions
1,243
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
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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