A detailed history of Golden State Equity Partners transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Golden State Equity Partners holds 17,648 shares of USMV stock, worth $1.6 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
17,648
Previous 20,183 12.56%
Holding current value
$1.6 Million
Previous $1.57 Million 5.91%
% of portfolio
0.31%
Previous 0.39%

Shares

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

Jul 29, 2024

SELL
$79.92 - $84.63 $202,597 - $214,537
-2,535 Reduced 12.56%
17,648 $1.48 Million
Q4 2023

Feb 02, 2024

SELL
$70.56 - $78.63 $129,054 - $143,814
-1,829 Reduced 8.31%
20,183 $1.57 Million
Q3 2023

Oct 20, 2023

BUY
$72.38 - $76.06 $24,030 - $25,251
332 Added 1.53%
22,012 $1.59 Million
Q2 2023

Jul 19, 2023

BUY
$71.44 - $74.33 $1.23 Million - $1.28 Million
17,251 Added 389.5%
21,680 $1.61 Million
Q1 2023

Jun 01, 2023

BUY
$69.12 - $73.78 $37,117 - $39,619
537 Added 13.8%
4,429 $322 Million
Q1 2022

May 18, 2022

BUY
$71.88 - $80.4 $17,323 - $19,376
241 Added 6.6%
3,892 $302,000
Q1 2022

May 16, 2022

SELL
$71.88 - $80.4 $2,947 - $3,296
-41 Reduced 1.11%
3,651 $253,000
Q4 2021

Feb 11, 2022

BUY
$73.28 - $81.04 $43,381 - $47,975
592 Added 19.1%
3,692 $299,000
Q3 2021

Nov 15, 2021

SELL
$73.5 - $78.28 $222,558 - $237,031
-3,028 Reduced 49.41%
3,100 $228,000
Q2 2021

Aug 12, 2021

BUY
$69.72 - $73.7 $172,696 - $182,554
2,477 Added 67.84%
6,128 $451,000
Q1 2021

May 13, 2021

BUY
$65.18 - $69.88 $237,972 - $255,131
3,651 New
3,651 $253,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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