Wcg Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Wcg Wealth Advisors LLC

  • $1.18 Billion
  • Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 29,227 shares of USMV stock, worth $2.46 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
29,227
Previous 32,011 8.7%
Holding current value
$2.46 Million
Previous $2.5 Million 2.24%
% of portfolio
0.21%
Previous 0.18%

Shares

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

May 13, 2024
SELL
$77.86 - $83.58 $216,762 - $232,686
-2,784 Reduced 8.7%
29,227 $2.44 Million
Q4 2023

Feb 08, 2024
SELL
$70.56 - $78.63 $777,430 - $866,345
-11,018 Reduced 25.61%
32,011 $2.5 Million
Q3 2023

Nov 09, 2023
BUY
$72.38 - $76.06 $1 Million - $1.05 Million
13,818 Added 47.3%
43,029 $3.11 Million
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $2.09 Million - $2.17 Million
29,211 New
29,211 $2.17 Million

Others Institutions Holding USMV

# of Institutions
1,244
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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