Larson Financial Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Larson Financial Group LLC

$1.92 Billion
Q4 2024

A detailed history of Larson Financial Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Larson Financial Group LLC holds 5,588 shares of USMV stock, worth $518,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,588

Previous 3,270 70.89%

Holding current value

$518,063

Previous $298,000 66.44%

% of portfolio

0.03%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$88.59 - $94.57 $205,351 - $219,213	2,318 Added 70.89%	5,588 $496,000
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $163,080 - $178,773	1,947 Added 147.17%	3,270 $298,000
Q2 2024 Aug 02, 2024	BUY	$79.92 - $84.63 $23,816 - $25,219	298 Added 29.07%	1,323 $111,000
Q4 2023 Feb 01, 2024	BUY	$70.56 - $78.63 $1,834 - $2,044	26 Added 2.6%	1,025 $79,000
Q2 2023 Aug 03, 2023	SELL	$71.44 - $74.33 $417,852 - $434,756	-5,849 Reduced 85.41%	999 $74,000
Q1 2023 May 04, 2023	BUY	$69.12 - $73.78 $118,264 - $126,237	1,711 Added 33.31%	6,848 $498,000
Q4 2022 Feb 03, 2023	BUY	$65.75 - $75.5 $251,822 - $289,165	3,830 Added 293.04%	5,137 $370,000
Q3 2022 Nov 03, 2022	BUY	$66.1 - $76.63 $86,392 - $100,155	1,307 New	1,307 $86,000
Q4 2021 Feb 03, 2022	SELL	$73.28 - $81.04 $19,712 - $21,799	-269 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$73.5 - $78.28 $8,011 - $8,532	-109 Reduced 28.84%	269 $20,000
Q3 2020 Oct 08, 2020	BUY	$60.74 - $66.36 $22,959 - $25,084	378 New	378 $24,000

Others Institutions Holding USMV

# of Institutions

1,330

Shares Held

209M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Account

Larson Financial Group LLC Ishares Msci Usa Min Vol Facto Transaction History