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

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 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 123,914 shares of USMV stock, worth $11.8 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
123,914
Previous 130,584 5.11%
Holding current value
$11.8 Million
Previous $12.2 Million 4.9%
% of portfolio
0.05%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$85.42 - $94.39 $569,751 - $629,581
-6,670 Reduced 5.11%
123,914 $11.6 Million
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

Aug 25, 2025
BUY
$88.59 - $94.57 $1.99 Million - $2.12 Million
22,443 Added 18.11%
146,357 $13 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
1,463
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email