Tanglewood Legacy Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Tanglewood Legacy Advisors, LLC

$234 Billion
Q4 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 29,801 shares of USMV stock, worth $2.76 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

29,801

Previous 30,131 1.1%

Holding current value

$2.76 Million

Previous $2.75 Billion 3.83%

% of portfolio

1.13%

Previous 1.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$88.59 - $94.57 $29,234 - $31,208	-330 Reduced 1.1%	29,801 $2.65 Billion
Q3 2024 Oct 15, 2024	SELL	$83.76 - $91.82 $48,580 - $53,255	-580 Reduced 1.89%	30,131 $2.75 Billion
Q2 2024 Jul 17, 2024	SELL	$79.92 - $84.63 $94,145 - $99,694	-1,178 Reduced 3.69%	30,711 $2.58 Billion
Q1 2024 Apr 16, 2024	SELL	$77.86 - $83.58 $65,168 - $69,956	-837 Reduced 2.56%	31,889 $2.67 Billion
Q4 2023 Jan 22, 2024	SELL	$70.56 - $78.63 $15,029 - $16,748	-213 Reduced 0.65%	32,726 $2.55 Billion
Q3 2023 Oct 18, 2023	SELL	$72.38 - $76.06 $26,056 - $27,381	-360 Reduced 1.08%	32,939 $2.38 Billion
Q2 2023 Aug 01, 2023	BUY	$71.44 - $74.33 $1,143 - $1,189	16 Added 0.05%	33,299 $2.48 Billion
Q1 2023 Apr 17, 2023	SELL	$69.12 - $73.78 $18,109 - $19,330	-262 Reduced 0.78%	33,283 $2.42 Billion
Q4 2022 Feb 13, 2023	BUY	$65.75 - $75.5 $2.21 Million - $2.53 Million	33,545 New	33,545 $2.42 Billion

Others Institutions Holding USMV

# of Institutions

1,396

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

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Tanglewood Legacy Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History