Lgt Financial Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Lgt Financial Advisors LLC

$32.7 Billion
Q1 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 516 shares of USMV stock, worth $47,807. This represents 0.15% of its overall portfolio holdings.

Number of Shares

516

Previous 176 193.18%

Holding current value

$47,807

Previous $15.6 Million 209.29%

% of portfolio

0.15%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$87.68 - $94.52 $29,811 - $32,136	340 Added 193.18%	516 $48.3 Million
Q4 2024 Feb 14, 2025	SELL	$88.59 - $94.57 $8,593 - $9,173	-97 Reduced 35.53%	176 $15.6 Million
Q3 2024 Oct 31, 2024	SELL	$83.76 - $91.82 $418 - $459	-5 Reduced 1.8%	273 $24.9 Million
Q2 2024 Aug 05, 2024	SELL	$79.92 - $84.63 $111,888 - $118,482	-1,400 Reduced 83.43%	278 $23.3 Million
Q1 2024 May 02, 2024	BUY	$77.86 - $83.58 $3,425 - $3,677	44 Added 2.69%	1,678 $140 Million
Q4 2023 Feb 12, 2024	SELL	$70.56 - $78.63 $29,070 - $32,395	-412 Reduced 20.14%	1,634 $128 Million
Q3 2023 Nov 01, 2023	BUY	$72.38 - $76.06 $24,609 - $25,860	340 Added 19.93%	2,046 $148 Million
Q2 2023 Aug 14, 2023	BUY	$71.44 - $74.33 $121,876 - $126,806	1,706 New	1,706 $127 Million
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $94,877 - $108,946	1,443 New	1,443 $104 Million

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

Ticker USMV
Sector ETFs
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Lgt Financial Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History