Destiny Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 11,245 shares of USMV stock, worth $1.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,245

Previous 11,538 2.54%

Holding current value

$1.05 Million

Previous $1.05 Million 5.22%

% of portfolio

0.17%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$88.59 - $94.57 $25,956 - $27,709	-293 Reduced 2.54%	11,245 $998,000
Q2 2024 Jul 25, 2024	SELL	$79.92 - $84.63 $29,650 - $31,397	-371 Reduced 3.12%	11,538 $968,000
Q1 2024 Apr 09, 2024	BUY	$77.86 - $83.58 $145,987 - $156,712	1,875 Added 18.69%	11,909 $995,000
Q4 2023 Jan 19, 2024	SELL	$70.56 - $78.63 $139,497 - $155,451	-1,977 Reduced 16.46%	10,034 $782,000
Q3 2023 Oct 10, 2023	SELL	$72.38 - $76.06 $10,060 - $10,572	-139 Reduced 1.14%	12,011 $869,000
Q2 2023 Jul 26, 2023	SELL	$71.44 - $74.33 $38,649 - $40,212	-541 Reduced 4.26%	12,150 $903,000
Q1 2023 Apr 26, 2023	BUY	$69.12 - $73.78 $67,046 - $71,566	970 Added 8.28%	12,691 $923,000
Q4 2022 Jan 26, 2023	BUY	$65.75 - $75.5 $37,346 - $42,884	568 Added 5.09%	11,721 $0
Q3 2022 Oct 25, 2022	SELL	$66.1 - $76.63 $112,436 - $130,347	-1,701 Reduced 13.23%	11,153 $737,000
Q2 2022 Jul 15, 2022	SELL	$66.73 - $79.1 $7.63 Million - $9.04 Million	-114,330 Reduced 89.89%	12,854 $902,000
Q1 2022 Apr 21, 2022	BUY	$71.88 - $80.4 $1.16 Million - $1.3 Million	16,161 Added 14.56%	127,184 $9.87 Million
Q4 2021 Jan 20, 2022	BUY	$73.28 - $81.04 $179,829 - $198,872	2,454 Added 2.26%	111,023 $8.98 Million
Q3 2021 Oct 28, 2021	SELL	$73.5 - $78.28 $848,116 - $903,272	-11,539 Reduced 9.61%	108,569 $7.98 Million
Q2 2021 Jul 27, 2021	SELL	$69.72 - $73.7 $177,995 - $188,156	-2,553 Reduced 2.08%	120,108 $8.84 Million
Q1 2021 Apr 22, 2021	SELL	$65.18 - $69.88 $75,804 - $81,270	-1,163 Reduced 0.94%	122,661 $8.49 Million
Q4 2020 Feb 05, 2021	BUY	$61.66 - $67.88 $7.63 Million - $8.41 Million	123,824 New	123,824 $8.41 Million

Others Institutions Holding USMV

# of Institutions

1,384

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Destiny Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History