West Michigan Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

West Michigan Advisors, LLC

$296 Million
Q4 2024

A detailed history of West Michigan Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, West Michigan Advisors, LLC holds 8,250 shares of USMV stock, worth $767,745. This represents 0.25% of its overall portfolio holdings.

Number of Shares

8,250

Previous 8,396 1.74%

Holding current value

$767,745

Previous $766,000 4.44%

% of portfolio

0.25%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$88.59 - $94.57 $12,934 - $13,807	-146 Reduced 1.74%	8,250 $732,000
Q3 2024 Oct 23, 2024	SELL	$83.76 - $91.82 $87,780 - $96,227	-1,048 Reduced 11.1%	8,396 $766,000
Q2 2024 Aug 05, 2024	SELL	$79.92 - $84.63 $23,016 - $24,373	-288 Reduced 2.96%	9,444 $792,000
Q1 2024 May 14, 2024	BUY	$77.86 - $83.58 $21,333 - $22,900	274 Added 2.9%	9,732 $813,000
Q4 2023 Feb 13, 2024	SELL	$70.56 - $78.63 $17,216 - $19,185	-244 Reduced 2.51%	9,458 $738,000
Q3 2023 Nov 13, 2023	BUY	$72.38 - $76.06 $2,967 - $3,118	41 Added 0.42%	9,702 $702,000
Q2 2023 Aug 15, 2023	SELL	$71.44 - $74.33 $49,150 - $51,139	-688 Reduced 6.65%	9,661 $718,000
Q1 2023 Apr 21, 2023	SELL	$69.12 - $73.78 $24,468 - $26,118	-354 Reduced 3.31%	10,349 $752,000
Q4 2022 Feb 13, 2023	SELL	$65.75 - $75.5 $51,745 - $59,418	-787 Reduced 6.85%	10,703 $771,000
Q3 2022 Nov 14, 2022	SELL	$66.1 - $76.63 $42,700 - $49,502	-646 Reduced 5.32%	11,490 $760,000
Q2 2022 Aug 15, 2022	SELL	$66.73 - $79.1 $29,294 - $34,724	-439 Reduced 3.49%	12,136 $852,000
Q1 2022 May 13, 2022	BUY	$71.88 - $80.4 $51,681 - $57,807	719 Added 6.06%	12,575 $975,000
Q4 2021 Feb 15, 2022	BUY	$73.28 - $81.04 $868,807 - $960,810	11,856 New	11,856 $959,000

Others Institutions Holding USMV

# of Institutions

1,383

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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West Michigan Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History