Hbw Advisory Services LLC Ishares Msci Usa Min Vol Facto Transaction History

Hbw Advisory Services LLC

$634 Million
Q1 2025

A detailed history of Hbw Advisory Services LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Hbw Advisory Services LLC holds 2,475 shares of USMV stock, worth $229,531. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,475

Previous 2,470 0.2%

Holding current value

$229,531

Previous $219,000 4.57%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$87.68 - $94.52 $438 - $472	5 Added 0.2%	2,475 $229,000
Q4 2024 Jan 10, 2025	SELL	$88.59 - $94.57 $88 - $94	-1 Reduced 0.04%	2,470 $219,000
Q3 2024 Oct 04, 2024	BUY	$83.76 - $91.82 $921 - $1,010	11 Added 0.45%	2,471 $225,000
Q2 2024 Jul 05, 2024	SELL	$79.92 - $84.63 $25,014 - $26,489	-313 Reduced 11.29%	2,460 $206,000
Q4 2023 Jan 16, 2024	BUY	$70.56 - $78.63 $493 - $550	7 Added 0.25%	2,773 $216,000
Q3 2023 Oct 11, 2023	BUY	$72.38 - $76.06 $200,203 - $210,381	2,766 New	2,766 $200,000
Q1 2021 Apr 13, 2021	SELL	$65.18 - $69.88 $227,934 - $244,370	-3,497 Closed	0 $0
Q4 2020 Jan 12, 2021	SELL	$61.66 - $67.88 $9,618 - $10,589	-156 Reduced 4.27%	3,497 $237,000
Q3 2020 Oct 14, 2020	BUY	$60.74 - $66.36 $221,883 - $242,413	3,653 New	3,653 $233,000

Others Institutions Holding USMV

# of Institutions

1,394

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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Hbw Advisory Services LLC Ishares Msci Usa Min Vol Facto Transaction History