Kovitz Investment Group Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Kovitz Investment Group Partners, LLC

  • $6.71 Billion
  • Q1 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 336,625 shares of USMV stock, worth $28.3 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
336,625
Holding current value
$28.3 Million
% of portfolio
0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$77.86 - $83.58 $26.2 Million - $28.1 Million
336,625 New
336,625 $28.1 Million
Q2 2020

Aug 12, 2020
SELL
$51.94 - $64.01 $275,282 - $339,253
-5,300 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$46.61 - $69.67 $3,402 - $5,085
-73 Reduced 1.36%
5,300 $286,000
Q4 2019

Feb 13, 2020
SELL
$62.68 - $65.67 $165,161 - $173,040
-2,635 Reduced 32.9%
5,373 $352,000
Q3 2019

Nov 14, 2019
BUY
$61.12 - $64.69 $489,448 - $518,037
8,008 New
8,008 $513,000

Others Institutions Holding USMV

# of Institutions
1,241
Shares Held
216M
Call Options Held
23.9K
Put Options Held
478K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
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