Concurrent Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 69,671 shares of USMV stock, worth $6.59 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
69,671
Previous 127,036 45.16%
Holding current value
$6.59 Million
Previous $11.6 Billion 46.67%
% of portfolio
0.17%
Previous 0.34%

Shares

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

Feb 03, 2025
SELL
$88.59 - $94.57 $5.08 Million - $5.43 Million
-57,365 Reduced 45.16%
69,671 $6.19 Billion
Q3 2024

Oct 30, 2024
SELL
$83.76 - $91.82 $622,671 - $682,589
-7,434 Reduced 5.53%
127,036 $11.6 Billion
Q2 2024

Jul 30, 2024
BUY
$79.92 - $84.63 $8.17 Million - $8.65 Million
102,178 Added 316.42%
134,470 $11.3 Billion
Q1 2024

May 07, 2024
SELL
$77.86 - $83.58 $384,472 - $412,718
-4,938 Reduced 13.26%
32,292 $2.7 Billion
Q4 2023

Apr 15, 2024
BUY
$70.56 - $78.63 $2.63 Million - $2.93 Million
37,230 New
37,230 $2.9 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
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