Kennedy Investment Group Ishares Msci Usa Min Vol Facto Transaction History

Kennedy Investment Group

  • $221 Billion
  • Q4 2024

A detailed history of Kennedy Investment Group transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kennedy Investment Group holds 87,029 shares of USMV stock, worth $8.1 Million. This represents 3.5% of its overall portfolio holdings.

Number of Shares
87,029
Previous 71,945 20.97%
Holding current value
$8.1 Million
Previous $6.57 Billion 17.63%
% of portfolio
3.5%
Previous 3.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$88.59 - $94.57 $1.34 Million - $1.43 Million
15,084 Added 20.97%
87,029 $7.73 Billion
Q3 2024

Oct 21, 2024
BUY
$83.76 - $91.82 $250,861 - $275,000
2,995 Added 4.34%
71,945 $6.57 Billion
Q2 2024

Jul 18, 2024
BUY
$79.92 - $84.63 $1.21 Million - $1.29 Million
15,201 Added 28.28%
68,950 $5.79 Billion
Q1 2024

Apr 22, 2024
BUY
$77.86 - $83.58 $170,824 - $183,374
2,194 Added 4.26%
53,749 $4.49 Billion
Q4 2023

Jan 29, 2024
BUY
$70.56 - $78.63 $98,148 - $109,374
1,391 Added 2.77%
51,555 $4.02 Billion
Q3 2023

Oct 25, 2023
BUY
$72.38 - $76.06 $367,907 - $386,612
5,083 Added 11.28%
50,164 $3.63 Billion
Q2 2023

Jul 19, 2023
SELL
$71.44 - $74.33 $76,083 - $79,161
-1,065 Reduced 2.31%
45,081 $3.35 Billion
Q1 2023

May 31, 2023
BUY
$69.12 - $73.78 $182,891 - $195,221
2,646 Added 6.08%
46,146 $3.36 Billion
Q4 2022

May 31, 2023
BUY
$65.75 - $75.5 $2.86 Million - $3.28 Million
43,500 New
43,500 $3.14 Billion

Others Institutions Holding USMV

# of Institutions
1,383
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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  • Ticker USMV
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