Financial Perspectives, Inc Ishares Msci Usa Min Vol Facto Transaction History

Financial Perspectives, Inc

$298 Billion
Q4 2024

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 954 shares of USMV stock, worth $88,473. This represents 0.03% of its overall portfolio holdings.

Number of Shares

954

Previous 852 11.97%

Holding current value

$88,473

Previous $77.8 Million 8.93%

% of portfolio

0.03%

Previous 0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$88.59 - $94.57 $9,036 - $9,646	102 Added 11.97%	954 $84.7 Million
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

# of Institutions

1,394

Shares Held

199M

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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Financial Perspectives, Inc Ishares Msci Usa Min Vol Facto Transaction History