A detailed history of Wfa Of San Diego, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 4,677 shares of USMV stock, worth $420,041. This represents 0.37% of its overall portfolio holdings.

Number of Shares
4,677
Previous 4,354 7.42%
Holding current value
$420,041
Previous $365,000 16.99%
% of portfolio
0.37%
Previous 0.33%

Shares

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

Nov 13, 2024

BUY
$83.76 - $91.82 $27,054 - $29,657
323 Added 7.42%
4,677 $427,000
Q2 2024

Aug 14, 2024

BUY
$79.92 - $84.63 $248,551 - $263,199
3,110 Added 250.0%
4,354 $365,000
Q3 2023

Nov 02, 2023

BUY
$72.38 - $76.06 $45,165 - $47,461
624 Added 100.65%
1,244 $90,000
Q2 2023

Aug 10, 2023

BUY
$71.44 - $74.33 $44,292 - $46,084
620 New
620 $46,000
Q4 2022

Jan 31, 2023

BUY
$65.75 - $75.5 $2,761 - $3,171
42 New
42 $3,000
Q2 2022

Jul 28, 2022

BUY
$66.73 - $79.1 $2,802 - $3,322
42 New
42 $3,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.