Comprehensive Financial Consultants Institutional, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$258 Million
Q1 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 16,726 shares of USMV stock, worth $1.56 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

16,726

Previous 16,553 1.05%

Holding current value

$1.56 Million

Previous $1.47 Million 6.6%

% of portfolio

0.61%

Previous 0.58%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$87.68 - $94.52 $15,168 - $16,351	173 Added 1.05%	16,726 $1.57 Million
Q4 2024 Jan 24, 2025	SELL	$88.59 - $94.57 $55,280 - $59,011	-624 Reduced 3.63%	16,553 $1.47 Million
Q3 2024 Oct 31, 2024	SELL	$83.76 - $91.82 $141,470 - $155,083	-1,689 Reduced 8.95%	17,177 $1.57 Million
Q2 2024 Jul 17, 2024	BUY	$79.92 - $84.63 $74,725 - $79,129	935 Added 5.21%	18,866 $1.58 Million
Q1 2024 May 02, 2024	SELL	$77.86 - $83.58 $38,618 - $41,455	-496 Reduced 2.69%	17,931 $1.5 Million
Q4 2023 Jan 24, 2024	SELL	$70.56 - $78.63 $8,749 - $9,750	-124 Reduced 0.67%	18,427 $1.44 Million
Q3 2023 Nov 13, 2023	BUY	$72.38 - $76.06 $579 - $608	8 Added 0.04%	18,551 $1.34 Million
Q2 2023 Jul 24, 2023	SELL	$71.44 - $74.33 $58,795 - $61,173	-823 Reduced 4.25%	18,543 $1.38 Million
Q1 2023 Apr 19, 2023	SELL	$69.12 - $73.78 $100,362 - $107,128	-1,452 Reduced 6.97%	19,366 $1.41 Million
Q4 2022 Jan 30, 2023	SELL	$65.75 - $75.5 $103,622 - $118,988	-1,576 Reduced 7.04%	20,818 $1.5 Million
Q3 2022 Nov 14, 2022	SELL	$66.1 - $76.63 $100,802 - $116,860	-1,525 Reduced 6.38%	22,394 $1.5 Million
Q2 2022 Aug 09, 2022	SELL	$66.73 - $79.1 $71,200 - $84,399	-1,067 Reduced 4.27%	23,919 $1.69 Million
Q1 2022 May 11, 2022	SELL	$71.88 - $80.4 $33,280 - $37,225	-463 Reduced 1.82%	24,986 $1.82 Million
Q4 2021 Mar 10, 2022	BUY	$73.28 - $81.04 $1.86 Million - $2.06 Million	25,449 New	25,449 $1.89 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

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Consultants Institutional, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Consultants Institutional, Inc. with notifications on news.

Account

Comprehensive Financial Consultants Institutional, Inc. Ishares Msci Usa Min Vol Facto Transaction History