Vertex Planning Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Vertex Planning Partners, LLC

  • $453 Billion
  • Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 7,138 shares of USMV stock, worth $674,683. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,138
Previous 6,410 11.36%
Holding current value
$674,683
Previous $585 Million 8.28%
% of portfolio
0.14%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$88.59 - $94.57 $64,493 - $68,846
728 Added 11.36%
7,138 $634 Million
Q3 2024

Nov 07, 2024
SELL
$83.76 - $91.82 $418 - $459
-5 Reduced 0.08%
6,410 $585 Million
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $11,188 - $11,848
-140 Reduced 2.14%
6,415 $539 Million
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $537,779 - $577,287
-6,907 Reduced 51.31%
6,555 $548 Million
Q4 2023

Feb 14, 2024
SELL
$70.56 - $78.63 $270,103 - $300,995
-3,828 Reduced 22.14%
13,462 $1.05 Billion
Q3 2023

Nov 14, 2023
SELL
$72.38 - $76.06 $211,494 - $222,247
-2,922 Reduced 14.46%
17,290 $1.25 Billion
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $47,293 - $49,206
662 Added 3.39%
20,212 $1.5 Billion
Q1 2023

May 16, 2023
BUY
$69.12 - $73.78 $131,051 - $139,886
1,896 Added 10.74%
19,550 $1.42 Billion
Q4 2022

Feb 06, 2023
BUY
$65.75 - $75.5 $1.16 Million - $1.33 Million
17,654 New
17,654 $1.27 Billion

Others Institutions Holding USMV

# of Institutions
1,389
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email