High Net Worth Advisory Group LLC Ishares Msci Usa Min Vol Facto Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 60,365 shares of USMV stock, worth $5.48 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
60,365
Previous 71,431 15.49%
Holding current value
$5.48 Million
Previous $6.34 Million 11.73%
% of portfolio
1.65%
Previous 1.84%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$87.68 - $94.52 $970,266 - $1.05 Million
-11,066 Reduced 15.49%
60,365 $5.6 Million
Q4 2024

Jan 21, 2025
SELL
$88.59 - $94.57 $148,565 - $158,593
-1,677 Reduced 2.29%
71,431 $6.34 Million
Q3 2024

Oct 11, 2024
SELL
$83.76 - $91.82 $220,875 - $242,129
-2,637 Reduced 3.48%
73,108 $6.68 Million
Q2 2024

Jul 17, 2024
SELL
$79.92 - $84.63 $240,159 - $254,313
-3,005 Reduced 3.82%
75,745 $6.36 Million
Q1 2024

Apr 11, 2024
SELL
$77.86 - $83.58 $141,238 - $151,614
-1,814 Reduced 2.25%
78,750 $6.58 Million
Q4 2023

Jan 08, 2024
SELL
$70.56 - $78.63 $332,337 - $370,347
-4,710 Reduced 5.52%
80,564 $6.29 Million
Q3 2023

Oct 05, 2023
SELL
$72.38 - $76.06 $535,901 - $563,148
-7,404 Reduced 7.99%
85,274 $6.17 Million
Q2 2023

Jul 07, 2023
SELL
$71.44 - $74.33 $571,948 - $595,085
-8,006 Reduced 7.95%
92,678 $6.89 Million
Q1 2023

Apr 20, 2023
SELL
$69.12 - $73.78 $107,758 - $115,023
-1,559 Reduced 1.52%
100,684 $7.32 Million
Q4 2022

Feb 14, 2023
SELL
$65.75 - $75.5 $25,642 - $29,445
-390 Reduced 0.38%
102,243 $7.37 Million
Q3 2022

Oct 24, 2022
BUY
$66.1 - $76.63 $41,643 - $48,276
630 Added 0.62%
102,633 $6.78 Million
Q2 2022

Aug 10, 2022
SELL
$66.73 - $79.1 $150,876 - $178,845
-2,261 Reduced 2.17%
102,003 $7.16 Million
Q1 2022

May 13, 2022
BUY
$71.88 - $80.4 $331,366 - $370,644
4,610 Added 4.63%
104,264 $8.08 Million
Q4 2021

Aug 10, 2022
BUY
$73.28 - $81.04 $6,521 - $7,212
89 Added 0.09%
99,654 $8.06 Million
Q4 2021

Apr 27, 2022
BUY
$73.28 - $81.04 $7.3 Million - $8.07 Million
99,565 New
99,565 $7.82 Million

Others Institutions Holding USMV

# of Institutions
1,396
Shares Held
203M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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