Wealth Advisors Of Iowa, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealth Advisors Of Iowa, LLC

$164 Million
Q1 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 184,154 shares of USMV stock, worth $15.5 Million. This represents 9.36% of its overall portfolio holdings.

Number of Shares

184,154

Previous 318,286 42.14%

Holding current value

$15.5 Million

Previous $24.8 Million 38.03%

% of portfolio

9.36%

Previous 16.67%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$77.86 - $83.58 $10.4 Million - $11.2 Million	-134,132 Reduced 42.14%	184,154 $15.4 Million
Q4 2023 Feb 08, 2024	SELL	$70.56 - $78.63 $657,760 - $732,988	-9,322 Reduced 2.85%	318,286 $24.8 Million
Q3 2023 Nov 07, 2023	BUY	$72.38 - $76.06 $78,098 - $82,068	1,079 Added 0.33%	327,608 $23.7 Million
Q2 2023 Jul 25, 2023	SELL	$71.44 - $74.33 $4.72 Million - $4.91 Million	-66,109 Reduced 16.84%	326,529 $24.3 Million
Q1 2023 May 09, 2023	SELL	$69.12 - $73.78 $17.9 Million - $19.1 Million	-259,435 Reduced 39.79%	392,638 $28.6 Million

Q4 2022 Feb 10, 2023	BUY	$69.45 - $75.5 $3.89 Million - $4.23 Million	56,083 Added 9.41%	652,073 $47 Million
Q3 2022 Nov 15, 2022	BUY	$68.26 - $76.63 $25.8 Million - $29 Million	378,637 Added 174.2%	595,990 $39.4 Million
Q2 2022 Jul 28, 2022	BUY	$66.73 - $79.1 $248,168 - $294,172	3,719 Added 1.74%	217,353 $15.3 Million
Q1 2022 May 10, 2022	SELL	$71.88 - $80.4 $18.9 Million - $21.1 Million	-262,865 Reduced 55.17%	213,634 $16.6 Million
Q4 2021 Feb 14, 2022	SELL	$73.28 - $81.04 $1.26 Million - $1.39 Million	-17,173 Reduced 3.48%	476,499 $38.5 Million
Q3 2021 Nov 09, 2021	BUY	$73.5 - $78.28 $21.7 Million - $23.1 Million	295,467 Added 149.07%	493,672 $36.3 Million
Q2 2021 Jul 26, 2021	BUY	$69.72 - $73.7 $976,637 - $1.03 Million	14,008 Added 7.6%	198,205 $14.6 Million
Q1 2021 Apr 29, 2021	SELL	$65.18 - $69.88 $12.9 Million - $13.8 Million	-197,976 Reduced 51.8%	184,197 $12.7 Million
Q4 2020 Feb 12, 2021	SELL	$61.66 - $67.88 $15.6 Million - $17.1 Million	-252,525 Reduced 39.79%	382,173 $25.9 Million
Q3 2020 Oct 28, 2020	SELL	$60.74 - $66.36 $9.12 Million - $9.96 Million	-150,165 Reduced 19.13%	634,698 $40.4 Million
Q2 2020 Aug 07, 2020	SELL	$51.94 - $64.01 $22.1 Million - $27.2 Million	-425,674 Reduced 35.16%	784,863 $47.6 Million
Q1 2020 Apr 28, 2020	BUY	$46.61 - $69.67 $56.4 Million - $84.3 Million	1,210,537 New	1,210,537 $65.4 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

Ticker USMV
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Wealth Advisors Of Iowa, LLC Ishares Msci Usa Min Vol Facto Transaction History