True Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

True Wealth Advisors, LLC

  • $271 Million
  • Q3 2024

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$72.38 - $76.06 $36,045 - $37,877
-498 Reduced 15.13%
2,793 $202,000
Q2 2023

Jul 31, 2023
BUY
$71.44 - $74.33 $7,501 - $7,804
105 Added 3.3%
3,291 $244,000
Q1 2023

Apr 19, 2023
SELL
$69.12 - $73.78 $105,269 - $112,366
-1,523 Reduced 32.34%
3,186 $231,000
Q4 2022

Jan 23, 2023
SELL
$65.75 - $75.5 $243,932 - $280,105
-3,710 Reduced 44.07%
4,709 $0
Q3 2022

Oct 21, 2022
BUY
$66.1 - $76.63 $33,446 - $38,774
506 Added 6.39%
8,419 $556,000
Q2 2022

Jul 27, 2022
SELL
$66.73 - $79.1 $100,228 - $118,808
-1,502 Reduced 15.95%
7,913 $556,000
Q1 2022

May 05, 2022
BUY
$71.88 - $80.4 $93,372 - $104,439
1,299 Added 16.01%
9,415 $762,000
Q1 2022

May 04, 2022
SELL
$71.88 - $80.4 $93,372 - $104,439
-1,299 Reduced 13.8%
8,116 $596,000
Q4 2021

Feb 02, 2022
BUY
$73.28 - $81.04 $88,009 - $97,329
1,201 Added 14.62%
9,415 $762,000
Q3 2021

Oct 25, 2021
BUY
$73.5 - $78.28 $48,289 - $51,429
657 Added 8.69%
8,214 $604,000
Q2 2021

Jul 23, 2021
SELL
$69.72 - $73.7 $182,736 - $193,167
-2,621 Reduced 25.75%
7,557 $556,000
Q1 2021

Apr 22, 2021
SELL
$65.18 - $69.88 $1.17 Million - $1.26 Million
-17,974 Reduced 63.85%
10,178 $704,000
Q4 2020

Jan 25, 2021
BUY
$61.66 - $67.88 $1.74 Million - $1.91 Million
28,152 New
28,152 $1.92 Million

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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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