Walled Lake Planning & Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $226 Million
  • Q1 2024

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 152,645 shares of USMV stock, worth $12.8 Million. This represents 5.65% of its overall portfolio holdings.

Number of Shares
152,645
Previous 144,372 5.73%
Holding current value
$12.8 Million
Previous $11.3 Million 13.25%
% of portfolio
5.65%
Previous 5.24%

Shares

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

May 13, 2024
BUY
$77.86 - $83.58 $644,135 - $691,457
8,273 Added 5.73%
152,645 $12.8 Million
Q4 2023

Feb 13, 2024
BUY
$70.56 - $78.63 $346,520 - $386,151
4,911 Added 3.52%
144,372 $11.3 Million
Q3 2023

Nov 14, 2023
BUY
$72.38 - $76.06 $209,612 - $220,269
2,896 Added 2.12%
139,461 $10.1 Million
Q2 2023

Aug 11, 2023
BUY
$71.44 - $74.33 $191,887 - $199,650
2,686 Added 2.01%
136,565 $10.2 Million
Q1 2023

May 12, 2023
BUY
$69.12 - $73.78 $458,680 - $489,604
6,636 Added 5.22%
133,879 $9.74 Million
Q4 2022

Feb 13, 2023
BUY
$69.45 - $75.5 $4.33 Million - $4.71 Million
62,357 Added 96.1%
127,243 $9.17 Million
Q3 2022

Nov 01, 2022
BUY
$68.26 - $76.63 $4.43 Million - $4.97 Million
64,886 New
64,886 $4.29 Million

Others Institutions Holding USMV

# of Institutions
1,242
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
  • Industry ETFs
More about USMV
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