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

Tyler Stone Wealth Management

  • $510 Million
  • Q3 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 107,602 shares of USMV stock, worth $9.89 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
107,602
Previous 55,518 93.81%
Holding current value
$9.89 Million
Previous $4.66 Million 110.79%
% of portfolio
1.93%
Previous 1.96%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,281
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
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email