Berger Financial Group, Inc Ishares Msci Usa Min Vol Facto Transaction History

Berger Financial Group, Inc

$1.19 Billion
Q1 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Berger Financial Group, Inc holds 5,192 shares of USMV stock, worth $485,503. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,192

Previous 7,537 31.11%

Holding current value

$485,503

Previous $669,000 27.35%

% of portfolio

0.04%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$87.68 - $94.52 $205,609 - $221,649	-2,345 Reduced 31.11%	5,192 $486,000
Q4 2024 Feb 14, 2025	SELL	$88.59 - $94.57 $677,802 - $723,555	-7,651 Reduced 50.38%	7,537 $669,000
Q3 2024 Nov 12, 2024	SELL	$83.76 - $91.82 $187,706 - $205,768	-2,241 Reduced 12.86%	15,188 $1.39 Million
Q2 2024 Aug 14, 2024	SELL	$79.92 - $84.63 $69,130 - $73,204	-865 Reduced 4.73%	17,429 $1.46 Million
Q1 2024 Apr 16, 2024	SELL	$77.86 - $83.58 $52,866 - $56,750	-679 Reduced 3.58%	18,294 $1.53 Million
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $1,622 - $1,808	23 Added 0.12%	18,973 $1.48 Million
Q3 2023 Nov 03, 2023	SELL	$72.38 - $76.06 $823,032 - $864,878	-11,371 Reduced 37.5%	18,950 $1.37 Million
Q2 2023 Aug 10, 2023	SELL	$71.44 - $74.33 $2,714 - $2,824	-38 Reduced 0.13%	30,321 $2.25 Million
Q1 2023 Apr 24, 2023	BUY	$69.12 - $73.78 $622 - $664	9 Added 0.03%	30,359 $2.21 Million
Q4 2022 Jan 30, 2023	SELL	$65.75 - $75.5 $17,160 - $19,705	-261 Reduced 0.85%	30,350 $2.19 Million
Q3 2022 Oct 27, 2022	BUY	$66.1 - $76.63 $9,386 - $10,881	142 Added 0.47%	30,611 $2.02 Million
Q2 2022 Aug 08, 2022	BUY	$66.73 - $79.1 $467 - $553	7 Added 0.02%	30,469 $2.14 Million
Q1 2022 May 10, 2022	SELL	$71.88 - $80.4 $9,272 - $10,371	-129 Reduced 0.42%	30,462 $2.36 Million
Q4 2021 Jan 26, 2022	SELL	$73.28 - $81.04 $243,729 - $269,539	-3,326 Reduced 9.81%	30,591 $2.48 Million
Q2 2021 Jul 29, 2021	SELL	$69.72 - $73.7 $230,703 - $243,873	-3,309 Reduced 8.89%	33,917 $2.5 Million
Q1 2021 May 12, 2021	BUY	$65.18 - $69.88 $124,558 - $133,540	1,911 Added 5.41%	37,226 $2.58 Million
Q4 2020 Feb 02, 2021	BUY	$61.66 - $67.88 $2.18 Million - $2.4 Million	35,315 New	35,315 $2.4 Million

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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Berger Financial Group, Inc Ishares Msci Usa Min Vol Facto Transaction History