Agate Pass Investment Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Agate Pass Investment Management, LLC

  • $228 Million
  • Q1 2025

A detailed history of Agate Pass Investment Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 5,964 shares of USMV stock, worth $553,101. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,964
Previous 5,964 -0.0%
Holding current value
$553,101
Previous $529,000 4.54%
% of portfolio
0.24%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
BUY
$71.44 - $74.33 $14,288 - $14,866
200 Added 3.47%
5,964 $443,000
Q4 2022

Feb 06, 2023
BUY
$65.75 - $75.5 $27,286 - $31,332
415 Added 7.76%
5,764 $415,000
Q3 2022

Oct 14, 2022
BUY
$66.1 - $76.63 $23,465 - $27,203
355 Added 7.11%
5,349 $354,000
Q4 2021

Jan 21, 2022
BUY
$73.28 - $81.04 $365,960 - $404,713
4,994 New
4,994 $404,000

Others Institutions Holding USMV

# of Institutions
1,396
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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