A detailed history of Financial Perspectives, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Financial Perspectives, Inc holds 852 shares of USMV stock, worth $77,600. This represents 0.03% of its overall portfolio holdings.

Number of Shares
852
Previous 772 10.36%
Holding current value
$77,600
Previous $64.8 Million 19.99%
% of portfolio
0.03%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$83.76 - $91.82 $6,700 - $7,345
80 Added 10.36%
852 $77.8 Million
Q2 2024

Aug 09, 2024

SELL
$79.92 - $84.63 $2,877 - $3,046
-36 Reduced 4.46%
772 $64.8 Million
Q1 2024

Apr 19, 2024

BUY
$77.86 - $83.58 $21,022 - $22,566
270 Added 50.19%
808 $67.5 Million
Q4 2023

Feb 01, 2024

BUY
$70.56 - $78.63 $5,785 - $6,447
82 Added 17.98%
538 $42 Million
Q3 2023

Jan 09, 2024

BUY
$72.38 - $76.06 $651 - $684
9 Added 2.01%
456 $33 Million
Q2 2023

Jan 09, 2024

BUY
$71.44 - $74.33 $142 - $148
2 Added 0.45%
447 $33.2 Million
Q1 2023

Jan 09, 2024

BUY
$69.12 - $73.78 $138 - $147
2 Added 0.45%
445 $32.4 Million
Q4 2022

Jan 09, 2024

BUY
$65.75 - $75.5 $526 - $604
8 Added 1.84%
443 $31.9 Million
Q3 2022

Jan 09, 2024

SELL
$66.1 - $76.63 $7,733 - $8,965
-117 Reduced 21.2%
435 $28.7 Million
Q2 2022

Jan 09, 2024

SELL
$66.73 - $79.1 $2,936 - $3,480
-44 Reduced 7.38%
552 $38.8 Million
Q1 2022

Jan 09, 2024

BUY
$71.88 - $80.4 $431 - $482
6 Added 1.02%
596 $46.2 Million
Q4 2021

Jan 09, 2024

BUY
$73.28 - $81.04 $8,207 - $9,076
112 Added 23.43%
590 $47.7 Million
Q3 2021

Jan 09, 2024

BUY
$73.5 - $78.28 $9,040 - $9,628
123 Added 34.65%
478 $35.1 Million
Q2 2021

Jan 09, 2024

SELL
$69.72 - $73.7 $1.15 Million - $1.21 Million
-16,468 Reduced 97.89%
355 $26.1 Million
Q1 2021

Jan 09, 2024

BUY
$65.18 - $69.88 $1.07 Million - $1.14 Million
16,375 Added 3655.13%
16,823 $243,000
Q4 2020

Jan 09, 2024

BUY
$61.66 - $67.88 $16,154 - $17,784
262 Added 140.86%
448 $30.4 Million
Q2 2020

Jan 09, 2024

BUY
$51.94 - $64.01 $51 - $64
1 Added 0.54%
186 $11.3 Million
Q1 2020

Jan 09, 2024

BUY
$46.61 - $69.67 $326 - $487
7 Added 3.93%
185 $9.99 Million
Q4 2019

Jan 09, 2024

BUY
$62.68 - $65.67 $11,157 - $11,689
178 New
178 $11.7 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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