Westside Investment Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Westside Investment Management, Inc. holds 3,211 shares of USMV stock, worth $298,815. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,211
Previous 3,208 0.09%
Holding current value
$298,815
Previous $290 Million 1.52%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Jan 17, 2025
BUY
$88.59 - $94.57 $265 - $283
3 Added 0.09%
3,211 $285 Million
Q3 2024

Nov 20, 2024
SELL
$83.76 - $91.82 $52,768 - $57,846
-630 Reduced 16.41%
3,208 $290 Million
Q2 2024

Jul 17, 2024
BUY
$79.92 - $84.63 $20,219 - $21,411
253 Added 7.06%
3,838 $322 Million
Q1 2024

Apr 19, 2024
SELL
$77.86 - $83.58 $299,138 - $321,114
-3,842 Reduced 51.73%
3,585 $300 Million
Q4 2023

Jan 12, 2024
SELL
$70.56 - $78.63 $20,321 - $22,645
-288 Reduced 3.73%
7,427 $580 Million
Q2 2023

Jul 14, 2023
BUY
$71.44 - $74.33 $285 - $297
4 Added 0.05%
7,715 $573 Million
Q1 2023

May 17, 2023
BUY
$69.12 - $73.78 $345 - $368
5 Added 0.06%
7,711 $561 Million
Q4 2022

Jan 31, 2023
SELL
$65.75 - $75.5 $13,281 - $15,251
-202 Reduced 2.55%
7,706 $555,000
Q2 2022

Jul 15, 2022
BUY
$66.73 - $79.1 $28,293 - $33,538
424 Added 5.67%
7,908 $555,000
Q1 2022

Apr 25, 2022
BUY
$71.88 - $80.4 $215 - $241
3 Added 0.04%
7,484 $580,000
Q4 2021

Feb 15, 2022
BUY
$73.28 - $81.04 $293 - $324
4 Added 0.05%
7,481 $605,000
Q3 2021

Oct 27, 2021
SELL
$73.5 - $78.28 $7,056 - $7,514
-96 Reduced 1.27%
7,477 $549,000
Q2 2021

Jul 28, 2021
SELL
$69.72 - $73.7 $13,734 - $14,518
-197 Reduced 2.54%
7,573 $557,000
Q1 2021

Apr 14, 2021
SELL
$65.18 - $69.88 $62,898 - $67,434
-965 Reduced 11.05%
7,770 $537,000
Q4 2020

Jan 15, 2021
SELL
$61.66 - $67.88 $61,166 - $67,336
-992 Reduced 10.2%
8,735 $592,000
Q3 2020

Oct 14, 2020
SELL
$60.74 - $66.36 $52,114 - $56,936
-858 Reduced 8.11%
9,727 $619,000
Q2 2020

Jul 21, 2020
SELL
$51.94 - $64.01 $67,210 - $82,828
-1,294 Reduced 10.89%
10,585 $641,000
Q1 2020

Apr 16, 2020
BUY
$46.61 - $69.67 $148,359 - $221,759
3,183 Added 36.6%
11,879 $641,000
Q2 2019

Jul 24, 2019
BUY
$58.77 - $62.47 $43,195 - $45,915
735 Added 9.23%
8,696 $536,000
Q4 2018

Feb 05, 2019
BUY
$49.77 - $57.05 $396,218 - $454,175
7,961 New
7,961 $417,000
Q3 2018

Nov 08, 2018
SELL
$53.24 - $57.58 $376,779 - $407,493
-7,077 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$51.06 - $53.87 $255 - $269
5 Added 0.07%
7,077 $0
Q1 2018

Apr 16, 2018
BUY
$50.24 - $55.31 $100 - $110
2 Added 0.03%
7,072 $0
Q4 2017

Feb 15, 2018
BUY
$50.5 - $53.37 $151 - $160
3 Added 0.04%
7,070 $0
Q3 2017

Nov 13, 2017
BUY
$50.1 - $50.34 $100 - $100
2 Added 0.03%
7,067 $0
Q2 2017

Sep 14, 2017
BUY
N/A
5,322 Added 305.34%
7,065 $0
Q2 2017

Aug 15, 2017
BUY
N/A
1,743
1,743 $0

Others Institutions Holding USMV

# of Institutions
1,384
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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