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

Foster Victor Wealth Advisors, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 2,540 shares of USMV stock, worth $233,654. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,540
Previous 2,663 4.62%
Holding current value
$233,654
Previous $243,000 7.41%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 22, 2025
SELL
$88.59 - $94.57 $10,896 - $11,632
-123 Reduced 4.62%
2,540 $225,000
Q3 2024

Oct 15, 2024
BUY
$83.76 - $91.82 $10,302 - $11,293
123 Added 4.84%
2,663 $243,000
Q2 2024

Jul 18, 2024
SELL
$79.92 - $84.63 $319 - $338
-4 Reduced 0.16%
2,540 $213,000
Q1 2024

Apr 26, 2024
SELL
$77.86 - $83.58 $5,060 - $5,432
-65 Reduced 2.49%
2,544 $212,000
Q4 2023

Jan 19, 2024
BUY
$70.56 - $78.63 $184,091 - $205,145
2,609 New
2,609 $203,000
Q1 2023

Apr 20, 2023
BUY
$69.12 - $73.78 $225,884 - $241,113
3,268 New
3,268 $237,000
Q2 2022

Jul 19, 2022
SELL
$66.73 - $79.1 $183,374 - $217,366
-2,748 Closed
0 $0
Q1 2022

Apr 14, 2022
SELL
$71.88 - $80.4 $32,202 - $36,019
-448 Reduced 14.02%
2,748 $215,000
Q3 2020

Oct 26, 2020
BUY
$60.74 - $66.36 $194,125 - $212,086
3,196 New
3,196 $204,000
Q1 2020

Apr 29, 2020
SELL
$46.61 - $69.67 $157,122 - $234,857
-3,371 Closed
0 $0
Q3 2019

Oct 11, 2019
SELL
$61.12 - $64.69 $80,128 - $84,808
-1,311 Reduced 28.0%
3,371 $215,000
Q2 2019

Jul 16, 2019
BUY
$58.77 - $62.47 $24,683 - $26,237
420 Added 9.85%
4,682 $294,000
Q4 2018

Mar 04, 2019
BUY
$49.77 - $57.05 $212,119 - $243,147
4,262 New
4,262 $223,000

Others Institutions Holding USMV

# of Institutions
1,392
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
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email