Wealthspire Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,087 shares of USMV stock, worth $669,863. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,087
Previous 6,046 17.22%
Holding current value
$669,863
Previous $552,000 13.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
BUY
$88.59 - $94.57 $92,222 - $98,447
1,041 Added 17.22%
7,087 $629,000
Q3 2024

Nov 13, 2024
BUY
$83.76 - $91.82 $5,695 - $6,243
68 Added 1.14%
6,046 $552,000
Q2 2024

Aug 08, 2024
SELL
$79.92 - $84.63 $8,151 - $8,632
-102 Reduced 1.68%
5,978 $501,000
Q1 2024

May 06, 2024
SELL
$77.86 - $83.58 $28,730 - $30,841
-369 Reduced 5.72%
6,080 $508,000
Q4 2023

Feb 06, 2024
BUY
$70.56 - $78.63 $71,547 - $79,730
1,014 Added 18.66%
6,449 $503,000
Q3 2023

Nov 06, 2023
BUY
$72.38 - $76.06 $55,877 - $58,718
772 Added 16.56%
5,435 $393,000
Q2 2023

Jul 31, 2023
SELL
$71.44 - $74.33 $2,357 - $2,452
-33 Reduced 0.7%
4,663 $346,000
Q1 2023

May 09, 2023
SELL
$69.12 - $73.78 $8,087 - $8,632
-117 Reduced 2.43%
4,696 $341,000
Q4 2022

Feb 13, 2023
BUY
$65.75 - $75.5 $14,596 - $16,761
222 Added 4.84%
4,813 $347,000
Q3 2022

Nov 14, 2022
BUY
$66.1 - $76.63 $303,465 - $351,808
4,591 New
4,591 $303,000

Others Institutions Holding USMV

# of Institutions
1,389
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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