U.S. Capital Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 5,440 shares of USMV stock, worth $506,246. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,440
Holding current value
$506,246
% of portfolio
0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$88.59 - $94.57 $481,929 - $514,460
5,440 New
5,440 $483,000
Q4 2023

Feb 06, 2024
SELL
$70.56 - $78.63 $37,961 - $42,302
-538 Reduced 16.05%
2,815 $219,000
Q3 2023

Oct 19, 2023
SELL
$72.38 - $76.06 $16,140 - $16,961
-223 Reduced 6.24%
3,353 $242,000
Q2 2023

Aug 04, 2023
SELL
$71.44 - $74.33 $343,697 - $357,601
-4,811 Reduced 57.36%
3,576 $265,000
Q1 2023

May 11, 2023
SELL
$69.12 - $73.78 $1.71 Million - $1.82 Million
-24,679 Reduced 74.64%
8,387 $610,000
Q4 2022

Feb 03, 2023
BUY
$65.75 - $75.5 $704,182 - $808,605
10,710 Added 47.91%
33,066 $2.38 Million
Q3 2022

Nov 01, 2022
BUY
$66.1 - $76.63 $640,971 - $743,081
9,697 Added 76.6%
22,356 $1.48 Million
Q2 2022

Aug 12, 2022
BUY
$66.73 - $79.1 $844,735 - $1 Million
12,659 New
12,659 $889,000
Q1 2022

May 12, 2022
SELL
$71.88 - $80.4 $2.13 Million - $2.39 Million
-29,701 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$73.28 - $81.04 $13,776 - $15,235
-188 Reduced 0.63%
29,701 $2.4 Million
Q3 2021

Nov 01, 2021
BUY
$73.5 - $78.28 $2.2 Million - $2.34 Million
29,889 New
29,889 $2.2 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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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