A detailed history of Wealthcare Advisory Partners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 20,967 shares of USMV stock, worth $1.89 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,967
Previous 11,115 88.64%
Holding current value
$1.89 Million
Previous $933,000 105.14%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$83.76 - $91.82 $825,203 - $904,610
9,852 Added 88.64%
20,967 $1.91 Million
Q2 2024

Aug 09, 2024

SELL
$79.92 - $84.63 $100,539 - $106,464
-1,258 Reduced 10.17%
11,115 $933,000
Q1 2024

Apr 15, 2024

SELL
$77.86 - $83.58 $121,150 - $130,050
-1,556 Reduced 11.17%
12,373 $1.03 Million
Q4 2023

Feb 06, 2024

SELL
$70.56 - $78.63 $75,993 - $84,684
-1,077 Reduced 7.18%
13,929 $1.09 Million
Q3 2023

Oct 12, 2023

BUY
$72.38 - $76.06 $3,039 - $3,194
42 Added 0.28%
15,006 $1.09 Million
Q2 2023

Jul 17, 2023

SELL
$71.44 - $74.33 $459,502 - $478,090
-6,432 Reduced 30.06%
14,964 $1.11 Million
Q1 2023

May 04, 2023

SELL
$69.12 - $73.78 $177,500 - $189,467
-2,568 Reduced 10.72%
21,396 $1.56 Million
Q4 2022

Feb 13, 2023

BUY
$65.75 - $75.5 $305,343 - $350,622
4,644 Added 24.04%
23,964 $1.73 Million
Q3 2022

Nov 14, 2022

SELL
$66.1 - $76.63 $51,095 - $59,234
-773 Reduced 3.85%
19,320 $1.28 Million
Q2 2022

Aug 15, 2022

BUY
$66.73 - $79.1 $9,809 - $11,627
147 Added 0.74%
20,093 $1.41 Million
Q1 2022

Apr 15, 2022

SELL
$71.88 - $80.4 $92,797 - $103,796
-1,291 Reduced 6.08%
19,946 $1.55 Million
Q4 2021

Feb 11, 2022

SELL
$73.28 - $81.04 $548,574 - $606,665
-7,486 Reduced 26.06%
21,237 $1.72 Million
Q3 2021

Nov 15, 2021

BUY
$73.5 - $78.28 $491,053 - $522,988
6,681 Added 30.31%
28,723 $2.11 Million
Q2 2021

Aug 16, 2021

SELL
$69.72 - $73.7 $273,232 - $288,830
-3,919 Reduced 15.1%
22,042 $1.62 Million
Q1 2021

Apr 30, 2021

SELL
$65.18 - $69.88 $672,722 - $721,231
-10,321 Reduced 28.45%
25,961 $1.8 Million
Q4 2020

Feb 12, 2021

SELL
$61.66 - $67.88 $72,203 - $79,487
-1,171 Reduced 3.13%
36,282 $2.46 Million
Q3 2020

Oct 29, 2020

SELL
$60.74 - $66.36 $10,993 - $12,011
-181 Reduced 0.48%
37,453 $2.39 Million
Q2 2020

Jul 29, 2020

SELL
$51.94 - $64.01 $3,739 - $4,608
-72 Reduced 0.19%
37,634 $2.28 Million
Q1 2020

Apr 29, 2020

SELL
$46.61 - $69.67 $154,978 - $231,652
-3,325 Reduced 8.1%
37,706 $2.04 Million
Q4 2019

Jan 29, 2020

BUY
$62.68 - $65.67 $10,028 - $10,507
160 Added 0.39%
41,031 $2.69 Million
Q3 2019

Oct 17, 2019

BUY
$61.12 - $64.69 $318,924 - $337,552
5,218 Added 14.64%
40,871 $2.62 Million
Q2 2019

Jul 30, 2019

SELL
$58.77 - $62.47 $183,127 - $194,656
-3,116 Reduced 8.04%
35,653 $2.2 Million
Q1 2019

May 13, 2019

BUY
$51.18 - $58.8 $106,300 - $122,127
2,077 Added 5.66%
38,769 $2.28 Million
Q4 2018

Feb 14, 2019

SELL
$49.77 - $57.05 $258,356 - $296,146
-5,191 Reduced 12.39%
36,692 $1.92 Million
Q3 2018

Nov 14, 2018

SELL
$53.24 - $57.58 $471,546 - $509,986
-8,857 Reduced 17.46%
41,883 $2.39 Million
Q2 2018

Aug 14, 2018

BUY
$51.06 - $53.87 $738,736 - $779,391
14,468 Added 39.89%
50,740 $2.7 Million
Q1 2018

May 15, 2018

BUY
$50.24 - $55.31 $1.52 Million - $1.67 Million
30,194 Added 496.78%
36,272 $1.88 Million
Q4 2017

Feb 14, 2018

BUY
$50.5 - $53.37 $70,700 - $74,718
1,400 Added 29.93%
6,078 $321,000
Q3 2017

Nov 15, 2017

BUY
$50.1 - $50.34 $3,006 - $3,020
60 Added 1.3%
4,678 $235,000
Q2 2017

Aug 29, 2017

BUY
N/A
4,618
4,618 $226,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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