A detailed history of Stephens Consulting, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Stephens Consulting, LLC holds 1,647 shares of USMV stock, worth $149,745. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,647
Previous 1,646 0.06%
Holding current value
$149,745
Previous $138 Million 0.52%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 29, 2024

BUY
$79.92 - $84.63 $79 - $84
1 Added 0.06%
1,647 $138 Million
Q1 2024

Apr 17, 2024

BUY
$77.86 - $83.58 $77 - $83
1 Added 0.06%
1,646 $138 Million
Q4 2023

Feb 01, 2024

SELL
$70.56 - $78.63 $24,907 - $27,756
-353 Reduced 17.67%
1,645 $128 Million
Q3 2023

Oct 25, 2023

BUY
$72.38 - $76.06 $25,767 - $27,077
356 Added 21.68%
1,998 $145 Million
Q2 2023

Jul 20, 2023

SELL
$71.44 - $74.33 $11,644 - $12,115
-163 Reduced 9.03%
1,642 $122 Million
Q1 2023

Apr 19, 2023

BUY
$69.12 - $73.78 $69 - $73
1 Added 0.06%
1,805 $131 Million
Q4 2022

Jan 19, 2023

BUY
$65.75 - $75.5 $65 - $75
1 Added 0.06%
1,804 $130 Million
Q3 2022

Jan 19, 2023

SELL
$66.1 - $76.63 $7,204 - $8,352
-109 Reduced 5.7%
1,803 $119 Million
Q2 2022

Jan 19, 2023

SELL
$66.73 - $79.1 $39,237 - $46,510
-588 Reduced 23.52%
1,912 $134 Million
Q1 2022

Jan 19, 2023

SELL
$71.88 - $80.4 $12,435 - $13,909
-173 Reduced 6.47%
2,500 $194 Million
Q4 2021

Jan 19, 2023

BUY
$73.28 - $81.04 $195,877 - $216,619
2,673 New
2,673 $216 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, LLC 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 Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.