Lantz Financial LLC Ishares Msci Usa Min Vol Facto Transaction History

Lantz Financial LLC

  • $378 Million
  • Q2 2025

A detailed history of Lantz Financial LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lantz Financial LLC holds 3,064 shares of USMV stock, worth $292,397. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,064
Previous 3,065 0.03%
Holding current value
$292,397
Previous $284,000 1.06%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 11, 2025
SELL
$85.42 - $94.39 $85 - $94
-1 Reduced 0.03%
3,064 $287,000
Q1 2025

Apr 08, 2025
SELL
$87.68 - $94.52 $1,402 - $1,512
-16 Reduced 0.52%
3,065 $284,000
Q2 2024

Jul 10, 2024
SELL
$79.92 - $84.63 $399 - $423
-5 Reduced 0.16%
3,081 $258,000
Q1 2024

Apr 10, 2024
SELL
$77.86 - $83.58 $664,145 - $712,937
-8,530 Reduced 73.43%
3,086 $257,000
Q4 2023

Jan 12, 2024
SELL
$70.56 - $78.63 $430,133 - $479,328
-6,096 Reduced 34.42%
11,616 $906,000
Q3 2023

Oct 20, 2023
SELL
$72.38 - $76.06 $181,673 - $190,910
-2,510 Reduced 12.41%
17,712 $1.28 Million
Q2 2023

Jul 12, 2023
BUY
$71.44 - $74.33 $46,293 - $48,165
648 Added 3.31%
20,222 $1.5 Million
Q1 2023

Apr 10, 2023
BUY
$69.12 - $73.78 $305,579 - $326,181
4,421 Added 29.18%
19,574 $1.42 Million
Q4 2022

Jan 23, 2023
BUY
$65.75 - $75.5 $38,661 - $44,394
588 Added 4.04%
15,153 $0
Q3 2022

Oct 17, 2022
BUY
$66.1 - $76.63 $171,727 - $199,084
2,598 Added 21.71%
14,565 $963,000
Q2 2022

Jul 29, 2022
BUY
$66.73 - $79.1 $53,117 - $62,963
796 Added 7.13%
11,967 $840,000
Q1 2022

May 05, 2022
BUY
$71.88 - $80.4 $90,928 - $101,706
1,265 Added 12.77%
11,171 $867,000
Q4 2021

Jan 19, 2022
BUY
$73.28 - $81.04 $326,242 - $360,790
4,452 Added 81.63%
9,906 $801,000
Q3 2021

Oct 14, 2021
SELL
$73.5 - $78.28 $5,733 - $6,105
-78 Reduced 1.41%
5,454 $401,000
Q2 2021

Jul 16, 2021
SELL
$69.72 - $73.7 $8,296 - $8,770
-119 Reduced 2.11%
5,532 $407,000
Q1 2021

Apr 19, 2021
SELL
$65.18 - $69.88 $48,559 - $52,060
-745 Reduced 11.65%
5,651 $391,000
Q4 2020

Jan 19, 2021
BUY
$61.66 - $67.88 $5,302 - $5,837
86 Added 1.36%
6,396 $434,000
Q3 2020

Oct 09, 2020
BUY
$60.74 - $66.36 $2,368 - $2,588
39 Added 0.62%
6,310 $402,000
Q2 2020

Jul 22, 2020
SELL
$51.94 - $64.01 $14,906 - $18,370
-287 Reduced 4.38%
6,271 $378,000
Q1 2020

Apr 10, 2020
BUY
$46.61 - $69.67 $13,423 - $20,064
288 Added 4.59%
6,558 $354,000
Q4 2019

Jan 17, 2020
BUY
$62.68 - $65.67 $173,498 - $181,774
2,768 Added 79.04%
6,270 $411,000
Q3 2019

Oct 18, 2019
BUY
$61.12 - $64.69 $214,042 - $226,544
3,502 New
3,502 $220,000

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
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