Kcm Investment Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 3,020 shares of USMV stock, worth $281,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,020

Previous 3,100 2.58%

Holding current value

$281,554

Previous $260,000 5.77%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$83.76 - $91.82 $6,700 - $7,345	-80 Reduced 2.58%	3,020 $275,000
Q1 2024 May 07, 2024	SELL	$77.86 - $83.58 $6,073 - $6,519	-78 Reduced 2.45%	3,100 $259,000
Q4 2023 Feb 13, 2024	SELL	$70.56 - $78.63 $79,873 - $89,009	-1,132 Reduced 26.26%	3,178 $247,000
Q3 2023 Nov 08, 2023	SELL	$72.38 - $76.06 $135,567 - $142,460	-1,873 Reduced 30.29%	4,310 $311,000
Q1 2023 May 09, 2023	BUY	$69.12 - $73.78 $427,368 - $456,181	6,183 New	6,183 $449,000
Q4 2022 Jan 31, 2023	SELL	$65.75 - $75.5 $156,287 - $179,463	-2,377 Reduced 27.77%	6,183 $446,000
Q3 2022 Nov 10, 2022	SELL	$66.1 - $76.63 $3,304 - $3,831	-50 Reduced 0.58%	8,560 $566,000
Q4 2021 Feb 14, 2022	BUY	$73.28 - $81.04 $303,086 - $335,181	4,136 Added 92.45%	8,610 $697,000
Q2 2021 Aug 12, 2021	BUY	$69.72 - $73.7 $1,673 - $1,768	24 Added 0.54%	4,474 $329,000
Q1 2021 May 13, 2021	SELL	$65.18 - $69.88 $26,072 - $27,952	-400 Reduced 8.25%	4,450 $308,000
Q3 2020 Nov 16, 2020	SELL	$60.74 - $66.36 $91,110 - $99,540	-1,500 Reduced 23.62%	4,850 $309,000
Q2 2020 Aug 14, 2020	SELL	$51.94 - $64.01 $41,707 - $51,400	-803 Reduced 11.23%	6,350 $385,000
Q1 2020 Apr 27, 2020	SELL	$46.61 - $69.67 $333,401 - $498,349	-7,153 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$62.68 - $65.67 $142,910 - $149,727	2,280 Added 46.79%	7,153 $469,000
Q3 2019 Nov 15, 2019	BUY	$61.12 - $64.69 $297,837 - $315,234	4,873 New	4,873 $312,000

Others Institutions Holding USMV

# of Institutions

1,340

Shares Held

208M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Kcm Investment Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History