Householder Group Estate & Retirement Specialist, LLC Ishares Msci Usa Min Vol Facto Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 2,779 shares of USMV stock, worth $249,693. This represents 0.18% of its overall portfolio holdings.

Number of Shares

2,779

Previous 24,039 88.44%

Holding current value

$249,693

Previous $2.2 Million 88.79%

% of portfolio

0.18%

Previous 0.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$88.59 - $94.57 $1.88 Million - $2.01 Million	-21,260 Reduced 88.44%	2,779 $246,000
Q3 2024 Oct 18, 2024	SELL	$83.76 - $91.82 $98,166 - $107,613	-1,172 Reduced 4.65%	24,039 $2.2 Million
Q2 2024 Jul 17, 2024	SELL	$79.92 - $84.63 $378,181 - $400,469	-4,732 Reduced 15.8%	25,211 $2.12 Million
Q1 2024 May 03, 2024	SELL	$77.86 - $83.58 $360,024 - $386,473	-4,624 Reduced 13.38%	29,943 $2.5 Million
Q4 2023 Jan 23, 2024	BUY	$70.56 - $78.63 $27,800 - $30,980	394 Added 1.15%	34,567 $2.7 Million
Q3 2023 Oct 10, 2023	SELL	$72.38 - $76.06 $640,780 - $673,359	-8,853 Reduced 20.58%	34,173 $2.47 Million
Q1 2023 Apr 13, 2023	BUY	$69.12 - $73.78 $2.97 Million - $3.17 Million	43,026 New	43,026 $3.13 Million
Q3 2022 Oct 11, 2022	SELL	$66.1 - $76.63 $160,094 - $185,597	-2,422 Reduced 5.04%	45,606 $3.01 Million
Q2 2022 Jul 18, 2022	SELL	$66.73 - $79.1 $26,224 - $31,086	-393 Reduced 0.81%	48,028 $3.37 Million
Q1 2022 Apr 18, 2022	SELL	$71.88 - $80.4 $18,041 - $20,180	-251 Reduced 0.52%	48,421 $3.76 Million
Q4 2021 Apr 12, 2022	BUY	$73.28 - $81.04 $3.57 Million - $3.94 Million	48,672 New	48,672 $3.94 Million

Others Institutions Holding USMV

# of Institutions

1,291

Shares Held

199M

Call Options Held

10.6K

Put Options Held

27K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Householder Group Estate & Retirement Specialist, LLC Ishares Msci Usa Min Vol Facto Transaction History