A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 314,813 shares of USMV stock, worth $28.4 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
314,813
Previous 317,266 0.77%
Holding current value
$28.4 Million
Previous $26.6 Million 7.91%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Nov 08, 2024

SELL
$83.76 - $91.82 $205,463 - $225,234
-2,453 Reduced 0.77%
314,813 $28.7 Million
Q2 2024

Jul 22, 2024

SELL
$79.92 - $84.63 $818,540 - $866,780
-10,242 Reduced 3.13%
317,266 $26.6 Million
Q1 2024

May 13, 2024

SELL
$77.86 - $83.58 $2.77 Million - $2.97 Million
-35,569 Reduced 9.8%
327,508 $27.4 Million
Q4 2023

Feb 02, 2024

SELL
$70.56 - $78.63 $7.56 Million - $8.42 Million
-107,128 Reduced 22.78%
363,077 $28.3 Million
Q3 2023

Nov 08, 2023

BUY
$72.38 - $76.06 $1.29 Million - $1.36 Million
17,879 Added 3.95%
470,205 $34 Million
Q2 2023

Aug 03, 2023

BUY
$71.44 - $74.33 $2.14 Million - $2.23 Million
30,001 Added 7.1%
452,326 $33.6 Million
Q1 2023

Aug 22, 2023

SELL
$69.12 - $73.78 $416,862 - $444,967
-6,031 Reduced 1.33%
446,295 $32.5 Million
Q1 2023

Jun 14, 2023

SELL
$69.12 - $73.78 $1.66 Million - $1.77 Million
-23,970 Reduced 5.37%
422,325 $30.7 Million
Q1 2023

May 10, 2023

BUY
$69.12 - $73.78 $1.65 Million - $1.76 Million
23,823 Added 5.64%
446,295 $32.5 Million
Q4 2022

Aug 30, 2023

SELL
$65.75 - $75.5 $1.97 Million - $2.27 Million
-30,001 Reduced 6.63%
422,325 $30.4 Million
Q4 2022

Feb 13, 2023

SELL
$65.75 - $75.5 $1.82 Million - $2.09 Million
-27,659 Reduced 6.14%
422,472 $30.5 Million
Q3 2022

Feb 13, 2023

SELL
$66.1 - $76.63 $2.82 Million - $3.27 Million
-42,718 Reduced 8.67%
450,131 $30.7 Million
Q3 2022

Nov 14, 2022

BUY
$66.1 - $76.63 $7.75 Million - $8.99 Million
117,289 Added 31.23%
492,849 $33.2 Million
Q2 2022

Aug 15, 2022

BUY
$66.73 - $79.1 $1.72 Million - $2.04 Million
25,832 Added 7.39%
375,560 $26.4 Million
Q1 2022

May 16, 2022

BUY
$71.88 - $80.4 $25.1 Million - $28.1 Million
349,728 New
349,728 $27.1 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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