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

Wetzel Investment Advisors, Inc.

  • $196 Million
  • Q4 2024

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 19,588 shares of USMV stock, worth $1.82 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
19,588
Previous 20,038 2.25%
Holding current value
$1.82 Million
Previous $1.83 Million 4.92%
% of portfolio
0.89%
Previous 0.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,396
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Wetzel Investment Advisors, Inc. Portfolio

Follow Wetzel Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email