Sterling Group Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sterling Group Wealth Management, LLC

  • $188 Million
  • Q3 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 8,385 shares of USMV stock, worth $783,745. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,385
Previous 9,009 6.93%
Holding current value
$783,745
Previous $756,000 1.19%
% of portfolio
0.41%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$83.76 - $91.82 $52,266 - $57,295
-624 Reduced 6.93%
8,385 $765,000
Q2 2024

Jul 15, 2024
BUY
$79.92 - $84.63 $719,999 - $762,431
9,009 New
9,009 $756,000
Q2 2023

Jul 06, 2023
SELL
$71.44 - $74.33 $34,576 - $35,975
-484 Reduced 5.1%
9,009 $670 Million
Q1 2023

Apr 21, 2023
SELL
$69.12 - $73.78 $353,134 - $376,942
-5,109 Reduced 34.99%
9,493 $691 Million
Q4 2022

Feb 17, 2023
BUY
$65.75 - $75.5 $960,081 - $1.1 Million
14,602 New
14,602 $1.05 Billion

Others Institutions Holding USMV

# of Institutions
1,263
Shares Held
202M
Call Options Held
16.1K
Put Options Held
3.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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