W.G. Shaheen & Associates Dba Whitney & CO Ishares Msci Usa Min Vol Facto Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $910 Million
  • Q4 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 09, 2022
BUY
$66.1 - $76.63 $230,358 - $267,055
3,485 Added 96.4%
7,100 $469,000
Q2 2022

Aug 05, 2022
SELL
$66.73 - $79.1 $180,104 - $213,490
-2,699 Reduced 42.75%
3,615 $254,000
Q1 2022

May 13, 2022
SELL
$71.88 - $80.4 $51,969 - $58,129
-723 Reduced 10.27%
6,314 $490,000
Q4 2021

Feb 11, 2022
SELL
$73.28 - $81.04 $54,080 - $59,807
-738 Reduced 9.49%
7,037 $569,000
Q3 2021

Nov 12, 2021
SELL
$73.5 - $78.28 $3,381 - $3,600
-46 Reduced 0.59%
7,775 $571,000
Q2 2021

Aug 13, 2021
SELL
$69.72 - $73.7 $30,537 - $32,280
-438 Reduced 5.3%
7,821 $576,000
Q1 2021

May 11, 2021
BUY
$65.18 - $69.88 $89,622 - $96,085
1,375 Added 19.97%
8,259 $571,000
Q4 2020

Feb 10, 2021
BUY
$61.66 - $67.88 $117,893 - $129,786
1,912 Added 38.46%
6,884 $469,000
Q3 2020

Nov 13, 2020
BUY
$60.74 - $66.36 $30,734 - $33,578
506 Added 11.33%
4,972 $317,000
Q2 2020

Aug 13, 2020
BUY
$51.94 - $64.01 $10,699 - $13,186
206 Added 4.84%
4,466 $271,000
Q1 2020

May 05, 2020
BUY
$46.61 - $69.67 $11,699 - $17,487
251 Added 6.26%
4,260 $230,000
Q4 2019

Feb 06, 2020
BUY
$62.68 - $65.67 $251,284 - $263,271
4,009 New
4,009 $263,000
Q4 2018

Feb 07, 2019
SELL
$49.77 - $57.05 $36,531 - $41,874
-734 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
$53.24 - $57.58 $8,358 - $9,040
157 Added 27.21%
734 $42,000
Q2 2018

Aug 14, 2018
BUY
$51.06 - $53.87 $29,461 - $31,082
577 New
577 $31,000

Others Institutions Holding USMV

# of Institutions
1,340
Shares Held
208M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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  • Ticker USMV
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