Tyler Stone Wealth Management Ishares Msci Usa Min Vol Facto Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Tyler Stone Wealth Management holds 106,678 shares of USMV stock, worth $9.93 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

106,678

Previous 107,602 0.86%

Holding current value

$9.93 Million

Previous $9.83 Million 3.6%

% of portfolio

1.77%

Previous 1.93%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$88.59 - $94.57 $81,857 - $87,382	-924 Reduced 0.86%	106,678 $9.47 Million
Q3 2024 Nov 04, 2024	BUY	$83.76 - $91.82 $4.36 Million - $4.78 Million	52,084 Added 93.81%	107,602 $9.83 Million
Q2 2024 Aug 14, 2024	SELL	$79.92 - $84.63 $177,102 - $187,540	-2,216 Reduced 3.84%	55,518 $4.66 Million
Q1 2024 May 15, 2024	SELL	$77.86 - $83.58 $206,718 - $221,904	-2,655 Reduced 4.4%	57,734 $4.83 Million
Q4 2023 Feb 14, 2024	SELL	$70.56 - $78.63 $84,319 - $93,962	-1,195 Reduced 1.94%	60,389 $4.71 Million
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $174,508 - $183,380	-2,411 Reduced 3.77%	61,584 $4.46 Million
Q2 2023 Aug 14, 2023	SELL	$71.44 - $74.33 $649,675 - $675,957	-9,094 Reduced 12.44%	63,995 $4.76 Million
Q4 2022 Feb 14, 2023	SELL	$65.75 - $75.5 $51,679 - $59,343	-786 Reduced 1.06%	73,089 $5.27 Million
Q3 2022 Nov 14, 2022	SELL	$66.1 - $76.63 $9,848 - $11,417	-149 Reduced 0.2%	73,875 $4.88 Million
Q2 2022 Aug 11, 2022	SELL	$66.73 - $79.1 $173,431 - $205,580	-2,599 Reduced 3.39%	74,024 $5.2 Million
Q1 2022 May 12, 2022	SELL	$71.88 - $80.4 $102,644 - $114,811	-1,428 Reduced 1.83%	76,623 $5.94 Million
Q4 2021 Feb 22, 2022	BUY	$73.28 - $81.04 $5.72 Million - $6.33 Million	78,051 New	78,051 $6.31 Million

Others Institutions Holding USMV

# of Institutions

1,384

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

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 Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.

Account

Tyler Stone Wealth Management Ishares Msci Usa Min Vol Facto Transaction History