A detailed history of Warner Financial, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Warner Financial, Inc holds 5,501 shares of USMV stock, worth $507,192. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,501
Previous 5,501 -0.0%
Holding current value
$507,192
Previous $462,000 8.66%
% of portfolio
0.22%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 30, 2024

BUY
$70.56 - $78.63 $776 - $864
11 Added 0.2%
5,501 $429,000
Q2 2023

Aug 04, 2023

BUY
$71.44 - $74.33 $285 - $297
4 Added 0.07%
5,490 $408,000
Q1 2023

Apr 24, 2023

SELL
$69.12 - $73.78 $19,491 - $20,805
-282 Reduced 4.89%
5,486 $399,000
Q4 2022

Feb 09, 2023

SELL
$65.75 - $75.5 $70,549 - $81,011
-1,073 Reduced 15.68%
5,768 $416,000
Q1 2022

May 05, 2022

BUY
$71.88 - $80.4 $3,306 - $3,698
46 Added 0.68%
6,841 $531,000
Q4 2021

May 05, 2022

BUY
$73.28 - $81.04 $497,937 - $550,666
6,795 New
6,795 $550,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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