Summit Investment Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 25,165 shares of USMV stock, worth $2.31 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

25,165

Previous 26,870 6.35%

Holding current value

$2.31 Million

Previous $2.45 Billion 8.93%

% of portfolio

1.15%

Previous 1.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$88.59 - $94.57 $151,045 - $161,241	-1,705 Reduced 6.35%	25,165 $2.23 Billion
Q3 2024 Oct 16, 2024	BUY	$83.76 - $91.82 $2.25 Million - $2.47 Million	26,870 New	26,870 $2.45 Billion
Q1 2024 Apr 18, 2024	SELL	$77.86 - $83.58 $20,710 - $22,232	-266 Reduced 0.98%	26,900 $2.25 Billion
Q4 2023 Jan 18, 2024	SELL	$70.56 - $78.63 $5,644 - $6,290	-80 Reduced 0.29%	27,166 $2.12 Billion
Q3 2023 Oct 10, 2023	SELL	$72.38 - $76.06 $208,454 - $219,052	-2,880 Reduced 9.56%	27,246 $1.97 Billion
Q2 2023 Jul 26, 2023	SELL	$71.44 - $74.33 $86,228 - $89,716	-1,207 Reduced 3.85%	30,126 $2.24 Billion
Q1 2023 Apr 17, 2023	SELL	$69.12 - $73.78 $58,682 - $62,639	-849 Reduced 2.64%	31,333 $2.28 Billion
Q4 2022 Feb 02, 2023	BUY	$65.75 - $75.5 $2.12 Million - $2.43 Million	32,182 New	32,182 $2.32 Billion

Others Institutions Holding USMV

# of Institutions

1,314

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
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Summit Investment Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History