Arete Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 6,117 shares of USMV stock, worth $578,178. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,117
Previous 6,483 5.65%
Holding current value
$578,178
Previous $590,000 7.97%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 12, 2025
SELL
$88.59 - $94.57 $32,423 - $34,612
-366 Reduced 5.65%
6,117 $543,000
Q3 2024

Nov 14, 2024
SELL
$83.76 - $91.82 $24,206 - $26,535
-289 Reduced 4.27%
6,483 $590,000
Q2 2024

Aug 13, 2024
BUY
$79.92 - $84.63 $541,218 - $573,114
6,772 New
6,772 $568,000
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $446,080 - $497,098
6,322 Added 120.63%
11,563 $902,000
Q3 2023

Oct 30, 2023
SELL
$72.38 - $76.06 $393,095 - $413,081
-5,431 Reduced 50.89%
5,241 $379,000
Q2 2023

Aug 09, 2023
SELL
$71.44 - $74.33 $5,500 - $5,723
-77 Reduced 0.72%
10,672 $793,000
Q1 2023

May 01, 2023
BUY
$69.12 - $73.78 $16,934 - $18,076
245 Added 2.33%
10,749 $781,000
Q4 2022

Feb 06, 2023
SELL
$65.75 - $75.5 $13,018 - $14,949
-198 Reduced 1.85%
10,504 $757,000
Q3 2022

Nov 07, 2022
BUY
$66.1 - $76.63 $246,685 - $285,983
3,732 Added 53.54%
10,702 $707,000
Q2 2022

Aug 15, 2022
SELL
$66.73 - $79.1 $85,948 - $101,880
-1,288 Reduced 15.6%
6,970 $489,000
Q1 2022

May 06, 2022
SELL
$71.88 - $80.4 $90,496 - $101,223
-1,259 Reduced 13.23%
8,258 $641,000
Q4 2021

Feb 07, 2022
BUY
$73.28 - $81.04 $73,353 - $81,121
1,001 Added 11.75%
9,517 $766,000
Q3 2021

Nov 15, 2021
SELL
$73.5 - $78.28 $10,437 - $11,115
-142 Reduced 1.64%
8,516 $626,000
Q2 2021

Aug 09, 2021
SELL
$69.72 - $73.7 $61,841 - $65,371
-887 Reduced 9.29%
8,658 $621,000
Q1 2021

May 10, 2021
BUY
$65.18 - $69.88 $201,471 - $215,999
3,091 Added 47.89%
9,545 $660,000
Q4 2020

Feb 08, 2021
SELL
$61.66 - $67.88 $66,099 - $72,767
-1,072 Reduced 14.24%
6,454 $437,000
Q3 2020

Nov 09, 2020
SELL
$60.74 - $66.36 $1.17 Million - $1.28 Million
-19,308 Reduced 71.95%
7,526 $480,000
Q2 2020

Aug 11, 2020
BUY
$51.94 - $64.01 $158,728 - $195,614
3,056 Added 12.85%
26,834 $1.63 Million
Q1 2020

May 14, 2020
BUY
$46.61 - $69.67 $612,968 - $916,230
13,151 Added 123.75%
23,778 $1.28 Million
Q4 2019

Feb 14, 2020
BUY
$62.68 - $65.67 $407,545 - $426,986
6,502 Added 157.62%
10,627 $697,000
Q3 2019

Nov 13, 2019
BUY
$61.12 - $64.69 $252,120 - $266,846
4,125 New
4,125 $264,000

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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