Willner & Heller, LLC Ishares Msci Usa Min Vol Facto Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Willner & Heller, LLC holds 2,675 shares of USMV stock, worth $226,492. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,675
Previous 3,128 14.48%
Holding current value
$226,492
Previous $225,000 7.56%
% of portfolio
0.24%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
SELL
$70.56 - $78.63 $31,963 - $35,619
-453 Reduced 14.48%
2,675 $208,000
Q4 2022

Feb 14, 2023
BUY
$69.45 - $75.5 $1,041 - $1,132
15 Added 0.48%
3,128 $225,000
Q3 2022

Oct 24, 2022
BUY
$68.26 - $76.63 $1,092 - $1,226
16 Added 0.52%
3,113 $206,000
Q2 2022

Jul 22, 2022
BUY
$66.73 - $79.1 $1,334 - $1,582
20 Added 0.65%
3,097 $217,000
Q1 2022

Jul 05, 2022
BUY
$71.88 - $80.4 $718 - $804
10 Added 0.33%
3,077 $249,000
Q4 2021

Jun 06, 2022
BUY
$73.28 - $81.04 $224,749 - $248,549
3,067 New
3,067 $225,000

Others Institutions Holding USMV

# of Institutions
1,241
Shares Held
215M
Call Options Held
23.9K
Put Options Held
478K
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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