Wealthspire Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,087 shares of USMV stock, worth $663,981. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,087

Previous 6,046 17.22%

Holding current value

$663,981

Previous $552,000 13.95%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$88.59 - $94.57 $92,222 - $98,447	1,041 Added 17.22%	7,087 $629,000
Q3 2024 Nov 13, 2024	BUY	$83.76 - $91.82 $5,695 - $6,243	68 Added 1.14%	6,046 $552,000
Q2 2024 Aug 08, 2024	SELL	$79.92 - $84.63 $8,151 - $8,632	-102 Reduced 1.68%	5,978 $501,000
Q1 2024 May 06, 2024	SELL	$77.86 - $83.58 $28,730 - $30,841	-369 Reduced 5.72%	6,080 $508,000
Q4 2023 Feb 06, 2024	BUY	$70.56 - $78.63 $71,547 - $79,730	1,014 Added 18.66%	6,449 $503,000
Q3 2023 Nov 06, 2023	BUY	$72.38 - $76.06 $55,877 - $58,718	772 Added 16.56%	5,435 $393,000
Q2 2023 Jul 31, 2023	SELL	$71.44 - $74.33 $2,357 - $2,452	-33 Reduced 0.7%	4,663 $346,000
Q1 2023 May 09, 2023	SELL	$69.12 - $73.78 $8,087 - $8,632	-117 Reduced 2.43%	4,696 $341,000
Q4 2022 Feb 13, 2023	BUY	$65.75 - $75.5 $14,596 - $16,761	222 Added 4.84%	4,813 $347,000
Q3 2022 Nov 14, 2022	BUY	$66.1 - $76.63 $303,465 - $351,808	4,591 New	4,591 $303,000

Others Institutions Holding USMV

# of Institutions

1,363

Shares Held

207M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History