Wharton Business Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wharton Business Group, LLC

  • $2.21 Billion
  • Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wharton Business Group, LLC holds 71,467 shares of USMV stock, worth $6.61 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
71,467
Previous 74,742 4.38%
Holding current value
$6.61 Million
Previous $6.64 Million 1.33%
% of portfolio
0.3%
Previous 0.3%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$87.68 - $94.52 $287,152 - $309,553
-3,275 Reduced 4.38%
71,467 $6.55 Million
Q4 2024

Feb 04, 2025
SELL
$88.59 - $94.57 $107,459 - $114,713
-1,213 Reduced 1.6%
74,742 $6.64 Million
Q3 2024

Nov 07, 2024
SELL
$83.76 - $91.82 $64,411 - $70,609
-769 Reduced 1.0%
75,955 $6.94 Million
Q2 2024

Aug 12, 2024
SELL
$79.92 - $84.63 $658,141 - $696,928
-8,235 Reduced 9.69%
76,724 $6.44 Million
Q1 2024

May 13, 2024
BUY
$77.86 - $83.58 $77 - $83
1 Added 0.0%
84,959 $7.1 Million
Q4 2023

Feb 07, 2024
BUY
$70.56 - $78.63 $211 - $235
3 Added 0.0%
84,958 $6.63 Million
Q3 2023

Nov 06, 2023
SELL
$72.38 - $76.06 $240,663 - $252,899
-3,325 Reduced 3.77%
84,955 $6.15 Million
Q2 2023

Aug 07, 2023
BUY
$71.44 - $74.33 $71 - $74
1 Added 0.0%
88,280 $6.56 Million
Q1 2023

May 04, 2023
SELL
$69.12 - $73.78 $307,860 - $328,616
-4,454 Reduced 4.8%
88,279 $6.42 Million
Q4 2022

Feb 13, 2023
BUY
$65.75 - $75.5 $22,157 - $25,443
337 Added 0.36%
92,733 $6.69 Million
Q3 2022

Oct 31, 2022
BUY
$66.1 - $76.63 $227,383 - $263,607
3,440 Added 3.87%
92,396 $6.11 Million
Q2 2022

Aug 09, 2022
BUY
$66.73 - $79.1 $179,236 - $212,462
2,686 Added 3.11%
88,956 $6.25 Million
Q1 2022

May 18, 2022
BUY
$71.88 - $80.4 $1.02 Million - $1.15 Million
14,246 Added 19.78%
86,270 $6.69 Million
Q4 2021

Feb 10, 2022
BUY
$73.28 - $81.04 $181,074 - $200,249
2,471 Added 3.55%
72,024 $5.83 Million
Q3 2021

Nov 09, 2021
BUY
$73.5 - $78.28 $2.42 Million - $2.58 Million
32,915 Added 89.84%
69,553 $5.11 Million
Q2 2021

Aug 11, 2021
BUY
$69.72 - $73.7 $7,599 - $8,033
109 Added 0.3%
36,638 $2.7 Million
Q4 2020

Feb 11, 2021
BUY
$61.66 - $67.88 $2.25 Million - $2.48 Million
36,529 New
36,529 $2.48 Million
Q1 2019

May 01, 2019
SELL
$51.18 - $58.8 $2.01 Million - $2.3 Million
-39,187 Closed
0 $0
Q4 2018

Feb 08, 2019
BUY
$49.77 - $57.05 $1.95 Million - $2.24 Million
39,187 New
39,187 $2.99 Million

Others Institutions Holding USMV

# of Institutions
1,440
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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