Lester Murray Antman Dba Simply Rich Ishares Msci Usa Min Vol Facto Transaction History

Lester Murray Antman Dba Simply Rich

  • $359 Million
  • Q2 2025

A detailed history of Lester Murray Antman Dba Simply Rich transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 218,975 shares of USMV stock, worth $20.9 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares
218,975
Previous 211,915 3.33%
Holding current value
$20.9 Million
Previous $19.8 Million 3.57%
% of portfolio
5.73%
Previous 5.74%

Shares

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

Jul 24, 2025
BUY
$85.42 - $94.39 $603,065 - $666,393
7,060 Added 3.33%
218,975 $20.6 Million
Q1 2025

May 09, 2025
BUY
$87.68 - $94.52 $2.07 Million - $2.24 Million
23,651 Added 12.56%
211,915 $19.8 Million
Q4 2024

Jan 29, 2025
SELL
$88.59 - $94.57 $117,913 - $125,872
-1,331 Reduced 0.7%
188,264 $16.7 Million
Q3 2024

Oct 18, 2024
BUY
$83.76 - $91.82 $58,380 - $63,998
697 Added 0.37%
189,595 $17.3 Million
Q2 2024

Jul 26, 2024
SELL
$79.92 - $84.63 $51,068 - $54,078
-639 Reduced 0.34%
188,898 $15.9 Million
Q1 2024

May 03, 2024
SELL
$77.86 - $83.58 $3,192 - $3,426
-41 Reduced 0.02%
189,537 $15.8 Million
Q4 2023

Jan 26, 2024
BUY
$70.56 - $78.63 $13.4 Million - $14.9 Million
189,578 New
189,578 $14.8 Million
Q2 2023

Aug 04, 2023
BUY
$71.44 - $74.33 $554,302 - $576,726
7,759 Added 4.44%
182,412 $13.6 Million
Q1 2023

May 05, 2023
SELL
$69.12 - $73.78 $17,418 - $18,592
-252 Reduced 0.14%
174,653 $12.7 Million
Q4 2022

Jan 30, 2023
SELL
$65.75 - $75.5 $263,131 - $302,151
-4,002 Reduced 2.24%
174,905 $12.6 Million
Q3 2022

Oct 31, 2022
SELL
$66.1 - $76.63 $117,459 - $136,171
-1,777 Reduced 0.98%
178,907 $11.8 Million
Q2 2022

Jul 22, 2022
SELL
$66.73 - $79.1 $17,149 - $20,328
-257 Reduced 0.14%
180,684 $12.7 Million
Q1 2022

May 04, 2022
SELL
$71.88 - $80.4 $133,481 - $149,302
-1,857 Reduced 1.02%
180,941 $14 Million
Q4 2021

Jan 07, 2022
BUY
$73.28 - $81.04 $349,179 - $386,155
4,765 Added 2.68%
182,798 $14.8 Million
Q3 2021

Oct 04, 2021
BUY
$73.5 - $78.28 $13.1 Million - $13.9 Million
178,033 New
178,033 $13.1 Million
Q2 2021

Jul 09, 2021
SELL
$69.72 - $73.7 $11.7 Million - $12.4 Million
-168,238 Closed
0 $0
Q1 2021

May 05, 2021
BUY
$65.18 - $69.88 $83,300 - $89,306
1,278 Added 0.77%
168,238 $11.6 Million
Q4 2020

Feb 01, 2021
SELL
$61.66 - $67.88 $148,353 - $163,319
-2,406 Reduced 1.42%
166,960 $11.3 Million
Q3 2020

Nov 03, 2020
SELL
$60.74 - $66.36 $73,556 - $80,361
-1,211 Reduced 0.71%
169,366 $10.8 Million
Q2 2020

Aug 06, 2020
BUY
$51.94 - $64.01 $550,356 - $678,249
10,596 Added 6.62%
170,577 $10.2 Million
Q1 2020

May 06, 2020
SELL
$46.61 - $69.67 $97,601 - $145,888
-2,094 Reduced 1.29%
159,981 $8.86 Million
Q4 2019

Jan 27, 2020
BUY
$62.68 - $65.67 $71,517 - $74,929
1,141 Added 0.71%
162,075 $10.6 Million
Q3 2019

Nov 01, 2019
BUY
$61.12 - $64.69 $186,049 - $196,916
3,044 Added 1.93%
160,934 $10.3 Million
Q2 2019

Aug 05, 2019
BUY
$58.77 - $62.47 $25,858 - $27,486
440 Added 0.28%
157,890 $9.75 Million
Q1 2019

May 01, 2019
BUY
$51.18 - $58.8 $328,319 - $377,202
6,415 Added 4.25%
157,450 $9.26 Million
Q4 2018

Feb 07, 2019
BUY
$49.77 - $57.05 $756,006 - $866,589
15,190 Added 11.18%
151,035 $7.85 Million
Q3 2018

Oct 24, 2018
BUY
$53.24 - $57.58 $51,589 - $55,795
969 Added 0.72%
135,845 $7.75 Million
Q2 2018

Aug 02, 2018
BUY
$51.06 - $53.87 $71,688 - $75,633
1,404 Added 1.05%
134,876 $7.17 Million
Q1 2018

May 01, 2018
BUY
$50.24 - $55.31 $18,438 - $20,298
367 Added 0.28%
133,472 $6.93 Million
Q4 2017

Feb 05, 2018
BUY
$50.5 - $53.37 $6.72 Million - $7.1 Million
133,105
133,105 $7.03 Million

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
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More about USMV
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