Goal Vest Advisory LLC Ishares Msci Usa Min Vol Facto Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Goal Vest Advisory LLC holds 11 shares of USMV stock, worth $1,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,023

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$88.59 - $94.57 $974 - $1,040	11 New	11 $0
Q4 2023 Jan 02, 2024	SELL	$70.56 - $78.63 $4.14 Million - $4.62 Million	-58,716 Reduced 98.72%	759 $59,000
Q3 2023 Oct 10, 2023	SELL	$72.38 - $76.06 $1.49 Million - $1.56 Million	-20,550 Reduced 25.68%	59,475 $4.3 Million
Q2 2023 Jul 17, 2023	SELL	$71.44 - $74.33 $1.25 Million - $1.3 Million	-17,485 Reduced 17.93%	80,025 $5.95 Million
Q1 2023 Apr 03, 2023	BUY	$69.12 - $73.78 $422,807 - $451,312	6,117 Added 6.69%	97,510 $7.09 Million
Q4 2022 Jan 06, 2023	BUY	$65.75 - $75.5 $2.32 Million - $2.66 Million	35,222 Added 62.7%	91,393 $0
Q3 2022 Oct 11, 2022	BUY	$66.1 - $76.63 $3.71 Million - $4.3 Million	56,171 New	56,171 $3.71 Million
Q1 2021 May 13, 2021	SELL	$65.18 - $69.88 $456 - $489	-7 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$61.66 - $67.88 $431 - $475	7 New	7 $0

Others Institutions Holding USMV

# of Institutions

1,384

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Goal Vest Advisory LLC Ishares Msci Usa Min Vol Facto Transaction History