Eldridge Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Eldridge Investment Advisors, Inc.

$402 Million
Q1 2025

A detailed history of Eldridge Investment Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 6,336 shares of USMV stock, worth $587,030. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,336

Previous 6,706 5.52%

Holding current value

$587,030

Previous $595,000 0.34%

% of portfolio

0.15%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$87.68 - $94.52 $32,441 - $34,972	-370 Reduced 5.52%	6,336 $593,000
Q4 2022 Feb 03, 2023	SELL	$65.75 - $75.5 $26,300 - $30,200	-400 Reduced 5.63%	6,706 $484,000
Q3 2022 Nov 10, 2022	BUY	$66.1 - $76.63 $45,939 - $53,257	695 Added 10.84%	7,106 $470,000
Q2 2022 Aug 11, 2022	BUY	$66.73 - $79.1 $20,019 - $23,730	300 Added 4.91%	6,411 $450,000
Q1 2021 May 14, 2021	BUY	$65.18 - $69.88 $9,777 - $10,482	150 Added 2.52%	6,111 $423,000
Q4 2020 Feb 11, 2021	SELL	$61.66 - $67.88 $20,039 - $22,061	-325 Reduced 5.17%	5,961 $405,000
Q3 2020 Nov 13, 2020	SELL	$60.74 - $66.36 $18,222 - $19,908	-300 Reduced 4.56%	6,286 $401,000
Q1 2020 May 08, 2020	SELL	$46.61 - $69.67 $12,817 - $19,159	-275 Reduced 4.01%	6,586 $356,000
Q4 2019 Feb 03, 2020	BUY	$62.68 - $65.67 $5,014 - $5,253	80 Added 1.18%	6,861 $450,000
Q3 2019 Nov 01, 2019	BUY	$61.12 - $64.69 $54,702 - $57,897	895 Added 15.21%	6,781 $435,000
Q2 2019 Jul 29, 2019	BUY	$58.77 - $62.47 $19,100 - $20,302	325 Added 5.84%	5,886 $363,000
Q1 2019 Apr 24, 2019	SELL	$51.18 - $58.8 $409,440 - $470,400	-8,000 Reduced 58.99%	5,561 $327,000
Q4 2018 Jan 24, 2019	BUY	$49.77 - $57.05 $482,520 - $553,099	9,695 Added 250.78%	13,561 $711,000
Q4 2017 Feb 09, 2018	BUY	$50.5 - $53.37 $195,233 - $206,328	3,866	3,866 $204,000

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
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Eldridge Investment Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History