Vertex Planning Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 6,555 shares of USMV stock, worth $551,799. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,555
Previous 13,462 51.31%
Holding current value
$551,799
Previous $1.05 Billion 47.84%
% of portfolio
0.15%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $537,779 - $577,287
-6,907 Reduced 51.31%
6,555 $548 Million
Q4 2023

Feb 14, 2024
SELL
$70.56 - $78.63 $270,103 - $300,995
-3,828 Reduced 22.14%
13,462 $1.05 Billion
Q3 2023

Nov 14, 2023
SELL
$72.38 - $76.06 $211,494 - $222,247
-2,922 Reduced 14.46%
17,290 $1.25 Billion
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $47,293 - $49,206
662 Added 3.39%
20,212 $1.5 Billion
Q1 2023

May 16, 2023
BUY
$69.12 - $73.78 $131,051 - $139,886
1,896 Added 10.74%
19,550 $1.42 Billion
Q4 2022

Feb 06, 2023
BUY
$69.45 - $75.5 $1.23 Million - $1.33 Million
17,654 New
17,654 $1.27 Billion

Others Institutions Holding USMV

# of Institutions
1,243
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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