Wetzel Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Wetzel Investment Advisors, Inc.

$192 Million
Q1 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 19,278 shares of USMV stock, worth $1.74 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

19,278

Previous 19,588 1.58%

Holding current value

$1.74 Million

Previous $1.74 Million 3.8%

% of portfolio

0.94%

Previous 0.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$87.68 - $94.52 $27,180 - $29,301	-310 Reduced 1.58%	19,278 $1.81 Million
Q4 2024 Jan 22, 2025	SELL	$88.59 - $94.57 $39,865 - $42,556	-450 Reduced 2.25%	19,588 $1.74 Million
Q3 2024 Oct 29, 2024	SELL	$83.76 - $91.82 $264,011 - $289,416	-3,152 Reduced 13.59%	20,038 $1.83 Million
Q2 2024 Aug 07, 2024	BUY	$79.92 - $84.63 $138,261 - $146,409	1,730 Added 8.06%	23,190 $1.95 Million
Q1 2024 Apr 23, 2024	SELL	$77.86 - $83.58 $165,063 - $177,189	-2,120 Reduced 8.99%	21,460 $1.79 Million
Q4 2023 Jan 31, 2024	BUY	$70.56 - $78.63 $1.66 Million - $1.85 Million	23,580 New	23,580 $1.84 Million

Others Institutions Holding USMV

# of Institutions

1,395

Shares Held

203M

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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Wetzel Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History