Erickson Financial Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Erickson Financial Group, LLC

$148 Million
Q2 2025

A detailed history of Erickson Financial Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Erickson Financial Group, LLC holds 2,823 shares of USMV stock, worth $269,398. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,823

Previous 2,960 4.63%

Holding current value

$269,398

Previous $274,000 3.65%

% of portfolio

0.18%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$85.42 - $94.39 $11,702 - $12,931	-137 Reduced 4.63%	2,823 $264,000
Q1 2025 Apr 15, 2025	SELL	$87.68 - $94.52 $12,187 - $13,138	-139 Reduced 4.49%	2,960 $274,000
Q4 2024 Jan 30, 2025	SELL	$88.59 - $94.57 $3,809 - $4,066	-43 Reduced 1.37%	3,099 $275,000
Q2 2024 Jul 18, 2024	SELL	$79.92 - $84.63 $13,986 - $14,810	-175 Reduced 5.28%	3,142 $263,000
Q4 2023 Jan 18, 2024	SELL	$70.56 - $78.63 $479,878 - $534,762	-6,801 Reduced 67.22%	3,317 $258,000
Q3 2023 Oct 24, 2023	SELL	$72.38 - $76.06 $4,994 - $5,248	-69 Reduced 0.68%	10,118 $732,000
Q2 2023 Jul 13, 2023	SELL	$71.44 - $74.33 $9,715 - $10,108	-136 Reduced 1.32%	10,187 $757,000
Q1 2023 Apr 18, 2023	SELL	$69.12 - $73.78 $66,147 - $70,607	-957 Reduced 8.48%	10,323 $750,000
Q4 2022 Jan 17, 2023	SELL	$65.75 - $75.5 $635,934 - $730,236	-9,672 Reduced 46.16%	11,280 $0
Q3 2022 Oct 17, 2022	SELL	$66.1 - $76.63 $4,957 - $5,747	-75 Reduced 0.36%	20,952 $1.39 Million
Q2 2022 Aug 09, 2022	SELL	$66.73 - $79.1 $83,612 - $99,112	-1,253 Reduced 5.62%	21,027 $1.48 Million
Q1 2022 May 16, 2022	SELL	$71.88 - $80.4 $7,691 - $8,602	-107 Reduced 0.48%	22,280 $1.73 Million
Q4 2021 Apr 01, 2022	BUY	$73.28 - $81.04 $1.64 Million - $1.81 Million	22,387 New	22,387 $1.81 Million

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Erickson Financial Group, LLC Ishares Msci Usa Min Vol Facto Transaction History