Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 06, 2023

BUY
$65.75 - $75.5 $345,384 - $396,601
5,253 Added 7.86%
72,052 $5.2 Million
Q3 2022

Oct 31, 2022

SELL
$66.1 - $76.63 $44,617 - $51,725
-675 Reduced 1.0%
66,799 $4.42 Million
Q2 2022

Aug 16, 2022

BUY
$66.73 - $79.1 $7,273 - $8,621
109 Added 0.16%
67,474 $4.74 Million
Q1 2022

May 16, 2022

SELL
$71.88 - $80.4 $42,912 - $47,998
-597 Reduced 0.88%
67,365 $5.23 Million
Q4 2021

Feb 22, 2022

SELL
$73.28 - $81.04 $7,328 - $8,104
-100 Reduced 0.15%
67,962 $5.5 Million
Q3 2021

Nov 12, 2021

BUY
$73.5 - $78.28 $955 - $1,017
13 Added 0.02%
68,062 $5 Million
Q2 2021

Aug 20, 2021

SELL
$69.72 - $73.7 $943,032 - $996,866
-13,526 Reduced 16.58%
68,049 $5.01 Million
Q1 2021

May 05, 2021

SELL
$65.18 - $69.88 $2,150 - $2,306
-33 Reduced 0.04%
81,575 $5.64 Million
Q4 2020

Jan 22, 2021

SELL
$61.66 - $67.88 $1.72 Million - $1.9 Million
-27,963 Reduced 25.52%
81,608 $5.54 Million
Q3 2020

Oct 23, 2020

BUY
$60.74 - $66.36 $60,132 - $65,696
990 Added 0.91%
109,571 $6.98 Million
Q2 2020

Aug 14, 2020

BUY
$51.94 - $64.01 $109,593 - $135,061
2,110 Added 1.98%
108,581 $6.58 Million
Q1 2020

May 05, 2020

SELL
$46.61 - $69.67 $247,918 - $370,574
-5,319 Reduced 4.76%
106,471 $5.75 Million
Q4 2019

Jan 24, 2020

SELL
$62.68 - $65.67 $70,138 - $73,484
-1,119 Reduced 0.99%
111,790 $7.33 Million
Q3 2019

Nov 12, 2019

BUY
$61.12 - $64.69 $52,196 - $55,245
854 Added 0.76%
112,909 $7.24 Million
Q2 2019

Jul 30, 2019

BUY
$58.77 - $62.47 $529,165 - $562,479
9,004 Added 8.74%
112,055 $6.92 Million
Q1 2019

May 01, 2019

BUY
$51.18 - $58.8 $823,537 - $946,150
16,091 Added 18.5%
103,051 $6.06 Million
Q4 2018

Feb 01, 2019

BUY
$49.77 - $57.05 $243,922 - $279,602
4,901 Added 5.97%
86,960 $4.56 Million
Q3 2018

Oct 09, 2018

BUY
$53.24 - $57.58 $631,213 - $682,668
11,856 Added 16.89%
82,059 $4.68 Million
Q1 2018

Jun 13, 2018

BUY
$50.24 - $55.31 $3.53 Million - $3.88 Million
70,203 New
70,203 $3.58 Million
Q4 2017

Feb 13, 2018

SELL
$50.5 - $53.37 $3.54 Million - $3.74 Million
-70,035 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
$50.1 - $50.34 $3.51 Million - $3.53 Million
70,035
70,035 $3.55 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Ibex Wealth Advisors Portfolio

Follow Ibex Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.