Great Diamond Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Great Diamond Partners, LLC

$357 Million
Q1 2025

A detailed history of Great Diamond Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Great Diamond Partners, LLC holds 11,593 shares of USMV stock, worth $1.07 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

11,593

Previous 11,612 0.16%

Holding current value

$1.07 Million

Previous $1.03 Million 5.24%

% of portfolio

0.3%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$87.68 - $94.52 $1,665 - $1,795	-19 Reduced 0.16%	11,593 $1.09 Million
Q4 2024 Jan 23, 2025	BUY	$88.59 - $94.57 $1.03 Million - $1.1 Million	11,612 New	11,612 $1.03 Million
Q1 2021 May 04, 2021	SELL	$65.18 - $69.88 $1 Million - $1.07 Million	-15,383 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$61.66 - $67.88 $95,326 - $104,942	1,546 Added 11.17%	15,383 $1.04 Million
Q3 2020 Oct 19, 2020	BUY	$60.74 - $66.36 $397,847 - $434,658	6,550 Added 89.89%	13,837 $881,000
Q2 2020 Aug 04, 2020	BUY	$51.94 - $64.01 $378,486 - $466,440	7,287 New	7,287 $441,000

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Diamond Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Diamond Partners, LLC with notifications on news.

Account

Great Diamond Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History