Northwest Financial Advisors Ishares Msci Usa Min Vol Facto Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

A detailed history of Northwest Financial Advisors transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Northwest Financial Advisors holds 9,847 shares of USMV stock, worth $916,361. This represents 0.72% of its overall portfolio holdings.

Number of Shares

9,847

Previous 9,846 0.01%

Holding current value

$916,361

Previous $899 Million 2.75%

% of portfolio

0.72%

Previous 0.72%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$88.59 - $94.57 $88 - $94	1 Added 0.01%	9,847 $874 Million
Q3 2024 Nov 13, 2024	BUY	$83.76 - $91.82 $13,820 - $15,150	165 Added 1.7%	9,846 $899 Million
Q2 2024 Jan 27, 2025	SELL	$79.92 - $84.63 $8,471 - $8,970	-106 Reduced 1.08%	9,681 $813 Million
Q2 2024 Aug 12, 2024	SELL	$79.92 - $84.63 $95,584 - $101,217	-1,196 Reduced 11.0%	9,681 $813 Million
Q1 2024 Jan 27, 2025	SELL	$77.86 - $83.58 $4,671 - $5,014	-60 Reduced 0.61%	9,787 $818 Million
Q1 2024 May 09, 2024	BUY	$77.86 - $83.58 $21,800 - $23,402	280 Added 2.64%	10,877 $909 Million
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $747,724 - $833,242	10,597 New	10,597 $827 Million

Others Institutions Holding USMV

# of Institutions

1,383

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Account

Northwest Financial Advisors Ishares Msci Usa Min Vol Facto Transaction History