A detailed history of Wells Financial Advisors Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wells Financial Advisors Inc holds 66,226 shares of USMV stock, worth $6.03 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
66,226
Previous 71,585 7.49%
Holding current value
$6.03 Million
Previous $5.98 Million 7.07%
% of portfolio
3.76%
Previous 4.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$79.92 - $84.63 $428,291 - $453,532
-5,359 Reduced 7.49%
66,226 $5.56 Million
Q1 2024

May 13, 2024

SELL
$77.86 - $83.58 $8.57 Million - $9.2 Million
-110,073 Reduced 60.59%
71,585 $5.98 Million
Q4 2023

Feb 12, 2024

SELL
$70.56 - $78.63 $603,499 - $672,522
-8,553 Reduced 4.5%
181,658 $14.2 Million
Q3 2023

Oct 10, 2023

SELL
$72.38 - $76.06 $121,960 - $128,161
-1,685 Reduced 0.88%
190,211 $13.8 Million
Q2 2023

Aug 07, 2023

SELL
$71.44 - $74.33 $3.39 Million - $3.53 Million
-47,457 Reduced 19.83%
191,896 $14.3 Million
Q1 2023

May 03, 2023

SELL
$69.12 - $73.78 $108,794 - $116,129
-1,574 Reduced 0.65%
239,353 $17.4 Million
Q4 2022

Feb 03, 2023

BUY
$65.75 - $75.5 $10.3 Million - $11.8 Million
156,026 Added 183.77%
240,927 $17.4 Million
Q3 2022

Nov 09, 2022

SELL
$66.1 - $76.63 $631,849 - $732,506
-9,559 Reduced 10.12%
84,901 $5.61 Million
Q2 2022

Aug 10, 2022

BUY
$66.73 - $79.1 $341,524 - $404,833
5,118 Added 5.73%
94,460 $6.63 Million
Q1 2022

Apr 25, 2022

SELL
$71.88 - $80.4 $99,697 - $111,514
-1,387 Reduced 1.53%
89,342 $6.93 Million
Q4 2021

Feb 11, 2022

SELL
$73.28 - $81.04 $4.31 Million - $4.77 Million
-58,818 Reduced 39.33%
90,729 $7.34 Million
Q3 2021

Nov 10, 2021

BUY
$73.5 - $78.28 $32,854 - $34,991
447 Added 0.3%
149,547 $11 Million
Q2 2021

Aug 02, 2021

SELL
$69.72 - $73.7 $9,760 - $10,318
-140 Reduced 0.09%
149,100 $11 Million
Q1 2021

May 12, 2021

SELL
$65.18 - $69.88 $16.9 Million - $18.2 Million
-259,751 Reduced 63.51%
149,240 $10.3 Million
Q4 2020

Feb 11, 2021

BUY
$61.66 - $67.88 $25.2 Million - $27.8 Million
408,991 New
408,991 $27.8 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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