Tci Wealth Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 4,534 shares of USMV stock, worth $397,541. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,534

Previous 4,534 -0.0%

Holding current value

$397,541

Previous $380,000 8.68%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$79.92 - $84.63 $134,665 - $142,601	-1,685 Reduced 27.09%	4,534 $380,000
Q4 2023 Feb 06, 2024	BUY	$70.56 - $78.63 $438,812 - $488,999	6,219 New	6,219 $485,000
Q1 2023 May 03, 2023	BUY	$69.12 - $73.78 $203,765 - $217,503	2,948 New	2,948 $214,000
Q3 2022 Nov 08, 2022	SELL	$66.1 - $76.63 $39,660 - $45,978	-600 Reduced 81.97%	132 $9,000
Q2 2022 Jul 19, 2022	BUY	$66.73 - $79.1 $48,846 - $57,901	732 New	732 $51,000
Q1 2022 Apr 29, 2022	SELL	$71.88 - $80.4 $790 - $884	-11 Closed	0 $0
Q3 2021 Oct 29, 2021	BUY	$73.5 - $78.28 $808 - $861	11 New	11 $1,000
Q1 2021 Apr 29, 2021	SELL	$65.18 - $69.88 $9,777 - $10,482	-150 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$61.66 - $67.88 $9,249 - $10,182	150 New	150 $10,000
Q1 2018 Apr 30, 2018	SELL	$50.24 - $55.31 $40,593 - $44,690	-808 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	808	808 $40,000

Others Institutions Holding USMV

# of Institutions

1,285

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

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History