Waypoint Wealth Counsel Ishares Msci Usa Min Vol Facto Transaction History

Waypoint Wealth Counsel

  • $153 Billion
  • Q4 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Waypoint Wealth Counsel holds 6,948 shares of USMV stock, worth $644,357. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,948
Previous 8,066 13.86%
Holding current value
$644,357
Previous $737 Million 16.24%
% of portfolio
0.4%
Previous 0.5%

Shares

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

Jan 22, 2025
SELL
$88.59 - $94.57 $99,043 - $105,729
-1,118 Reduced 13.86%
6,948 $617 Million
Q3 2024

Oct 04, 2024
SELL
$83.76 - $91.82 $147,082 - $161,235
-1,756 Reduced 17.88%
8,066 $737 Million
Q2 2024

Jul 19, 2024
BUY
$79.92 - $84.63 $2,237 - $2,369
28 Added 0.29%
9,822 $825 Million
Q1 2024

Apr 12, 2024
SELL
$77.86 - $83.58 $42,823 - $45,969
-550 Reduced 5.32%
9,794 $819 Million
Q4 2023

Apr 03, 2024
SELL
$70.56 - $78.63 $21,026 - $23,431
-298 Reduced 2.8%
10,344 $807 Million
Q3 2023

Apr 03, 2024
SELL
$72.38 - $76.06 $708,744 - $744,779
-9,792 Reduced 47.92%
10,642 $770 Million
Q2 2023

Apr 02, 2024
SELL
$71.44 - $74.33 $341,697 - $355,520
-4,783 Reduced 18.97%
20,434 $1.52 Billion
Q1 2023

Apr 04, 2024
BUY
$69.12 - $73.78 $885,911 - $945,638
12,817 Added 123.91%
23,161 $1.68 Billion
Q4 2022

Mar 22, 2024
BUY
$65.75 - $75.5 $1.66 Million - $1.9 Million
25,217 New
25,217 $1.82 Billion

Others Institutions Holding USMV

# of Institutions
1,393
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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