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

Wetzel Investment Advisors, Inc.

  • $194 Million
  • Q3 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 20,038 shares of USMV stock, worth $1.8 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
20,038
Previous 23,190 13.59%
Holding current value
$1.8 Million
Previous $1.95 Million 6.06%
% of portfolio
0.94%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$83.76 - $91.82 $264,011 - $289,416
-3,152 Reduced 13.59%
20,038 $1.83 Million
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
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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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