Baron Silver Stevens Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q3 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 226,484 shares of USMV stock, worth $20.3 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares
226,484
Previous 226,013 0.21%
Holding current value
$20.3 Million
Previous $19 Million 8.98%
% of portfolio
3.63%
Previous 3.6%

Shares

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

Oct 28, 2024
BUY
$83.76 - $91.82 $39,450 - $43,247
471 Added 0.21%
226,484 $20.7 Million
Q2 2024

Jul 18, 2024
SELL
$79.92 - $84.63 $291,148 - $308,307
-3,643 Reduced 1.59%
226,013 $19 Million
Q1 2024

May 02, 2024
SELL
$77.86 - $83.58 $386,808 - $415,225
-4,968 Reduced 2.12%
229,656 $19.2 Million
Q4 2023

Feb 07, 2024
SELL
$70.56 - $78.63 $183,949 - $204,988
-2,607 Reduced 1.1%
234,624 $18.3 Million
Q3 2023

Oct 31, 2023
SELL
$72.38 - $76.06 $390,996 - $410,876
-5,402 Reduced 2.23%
237,231 $17.2 Million
Q2 2023

Jul 24, 2023
BUY
$71.44 - $74.33 $419,281 - $436,242
5,869 Added 2.48%
242,633 $18 Million
Q1 2023

Apr 18, 2023
SELL
$69.12 - $73.78 $2.66 Million - $2.84 Million
-38,431 Reduced 13.97%
236,764 $17.2 Million
Q4 2022

Jan 30, 2023
SELL
$65.75 - $75.5 $206,783 - $237,447
-3,145 Reduced 1.13%
275,195 $19.8 Million
Q3 2022

Nov 02, 2022
SELL
$66.1 - $76.63 $297,714 - $345,141
-4,504 Reduced 1.59%
278,340 $208,000
Q2 2022

Jul 26, 2022
SELL
$66.73 - $79.1 $120,447 - $142,775
-1,805 Reduced 0.63%
282,844 $19.9 Million
Q1 2022

May 03, 2022
SELL
$71.88 - $80.4 $2.22 Million - $2.48 Million
-30,880 Reduced 9.79%
284,649 $22.1 Million
Q4 2021

Jan 31, 2022
SELL
$73.28 - $81.04 $6.27 Million - $6.93 Million
-85,536 Reduced 21.33%
315,529 $25.5 Million
Q3 2021

Nov 12, 2021
SELL
$73.5 - $78.28 $11 Million - $11.7 Million
-150,052 Reduced 27.23%
401,065 $29.5 Million
Q2 2021

Jul 27, 2021
SELL
$69.72 - $73.7 $5.92 Million - $6.26 Million
-84,964 Reduced 13.36%
551,117 $40.6 Million
Q1 2021

Apr 27, 2021
SELL
$65.18 - $69.88 $774,664 - $830,523
-11,885 Reduced 1.83%
636,081 $44 Million
Q4 2020

Mar 19, 2021
BUY
$61.66 - $67.88 $40 Million - $44 Million
647,966 New
647,966 $44 Million

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
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