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

Erickson Financial Group, LLC

  • $140 Million
  • Q3 2024

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 3,142 shares of USMV stock, worth $275,490. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,142
Previous 3,142 -0.0%
Holding current value
$275,490
Previous $263,000 8.75%
% of portfolio
0.2%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,285
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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