Alta Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 8,675 shares of USMV stock, worth $777,800. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,675
Previous 9,026 3.89%
Holding current value
$777,800
Previous $757,000 4.62%
% of portfolio
0.36%
Previous 0.38%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$83.76 - $91.82 $29,399 - $32,228
-351 Reduced 3.89%
8,675 $792,000
Q2 2024

Jul 24, 2024
SELL
$79.92 - $84.63 $128,031 - $135,577
-1,602 Reduced 15.07%
9,026 $757,000
Q1 2024

May 01, 2024
SELL
$77.86 - $83.58 $13,391 - $14,375
-172 Reduced 1.59%
10,628 $888,000
Q4 2023

Feb 12, 2024
SELL
$70.56 - $78.63 $1.94 Million - $2.16 Million
-27,520 Reduced 71.82%
10,800 $842,000
Q3 2023

Oct 19, 2023
SELL
$72.38 - $76.06 $1.23 Million - $1.29 Million
-17,011 Reduced 30.74%
38,320 $2.77 Million
Q2 2023

Jul 17, 2023
SELL
$71.44 - $74.33 $161,097 - $167,614
-2,255 Reduced 3.92%
55,331 $4.11 Million
Q1 2023

Apr 21, 2023
SELL
$69.12 - $73.78 $30,343 - $32,389
-439 Reduced 0.76%
57,586 $4.19 Million
Q4 2022

Jan 20, 2023
SELL
$65.75 - $75.5 $79,491 - $91,279
-1,209 Reduced 2.04%
58,025 $0
Q3 2022

Oct 17, 2022
SELL
$66.1 - $76.63 $21,812 - $25,287
-330 Reduced 0.55%
59,234 $3.92 Million
Q2 2022

Jul 28, 2022
BUY
$66.73 - $79.1 $39,504 - $46,827
592 Added 1.0%
59,564 $4.19 Million
Q1 2022

Apr 27, 2022
SELL
$71.88 - $80.4 $93,228 - $104,278
-1,297 Reduced 2.15%
58,972 $4.57 Million
Q4 2021

Feb 14, 2022
SELL
$73.28 - $81.04 $355,994 - $393,692
-4,858 Reduced 7.46%
60,269 $4.88 Million
Q3 2021

Oct 13, 2021
SELL
$73.5 - $78.28 $16,684 - $17,769
-227 Reduced 0.35%
65,127 $4.79 Million
Q2 2021

Aug 02, 2021
SELL
$69.72 - $73.7 $97,817 - $103,401
-1,403 Reduced 2.1%
65,354 $4.81 Million
Q1 2021

Apr 20, 2021
SELL
$65.18 - $69.88 $155,584 - $166,803
-2,387 Reduced 3.45%
66,757 $4.62 Million
Q4 2020

Feb 08, 2021
BUY
$61.66 - $67.88 $4.26 Million - $4.69 Million
69,144 New
69,144 $4.69 Million

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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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