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

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

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 130,584 shares of USMV stock, worth $12.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
130,584
Previous 130,584 -0.0%
Holding current value
$12.2 Million
Previous $12.2 Million -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$87.68 - $94.52 $1.38 Million - $1.49 Million
-15,773 Reduced 10.78%
130,584 $12.2 Million
Q4 2024

Feb 14, 2025
SELL
$88.59 - $94.57 $597,893 - $638,252
-6,749 Reduced 4.41%
146,357 $13 Million
Q3 2024

Nov 14, 2024
SELL
$83.76 - $91.82 $14.1 Million - $15.4 Million
-168,095 Reduced 52.33%
153,106 $14 Million
Q2 2024

Aug 14, 2024
SELL
$79.92 - $84.63 $1.23 Million - $1.31 Million
-15,424 Reduced 4.58%
321,201 $27 Million
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
1,445
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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  • Ticker USMV
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