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

Wcg Wealth Advisors LLC

$1.48 Billion
Q3 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 15,900 shares of USMV stock, worth $1.45 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

15,900

Previous 16,399 3.04%

Holding current value

$1.45 Million

Previous $1.38 Million 5.45%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$83.76 - $91.82 $41,796 - $45,818	-499 Reduced 3.04%	15,900 $1.45 Million
Q2 2024 Aug 12, 2024	SELL	$79.92 - $84.63 $1.03 Million - $1.09 Million	-12,828 Reduced 43.89%	16,399 $1.38 Million
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

1,281

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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