Wetzel Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Wetzel Investment Advisors, Inc.

  • $174 Million
  • Q2 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 23,190 shares of USMV stock, worth $2.11 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
23,190
Previous 21,460 8.06%
Holding current value
$2.11 Million
Previous $1.79 Million 8.59%
% of portfolio
1.12%
Previous 1.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$79.92 - $84.63 $138,261 - $146,409
1,730 Added 8.06%
23,190 $1.95 Million
Q1 2024

Apr 23, 2024
SELL
$77.86 - $83.58 $165,063 - $177,189
-2,120 Reduced 8.99%
21,460 $1.79 Million
Q4 2023

Jan 31, 2024
BUY
$70.56 - $78.63 $1.66 Million - $1.85 Million
23,580 New
23,580 $1.84 Million

Others Institutions Holding USMV

# of Institutions
1,245
Shares Held
212M
Call Options Held
16.1K
Put Options Held
102K
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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