Life Steps Financial, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Life Steps Financial, Inc.

$123 Million
Q1 2025

A detailed history of Life Steps Financial, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Life Steps Financial, Inc. holds 6,035 shares of USMV stock, worth $561,255. This represents 0.46% of its overall portfolio holdings.

Number of Shares

6,035

Previous 6,039 0.07%

Holding current value

$561,255

Previous $536,000 5.41%

% of portfolio

0.46%

Previous 0.41%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$87.68 - $94.52 $350 - $378	-4 Reduced 0.07%	6,035 $565,000
Q4 2024 Feb 03, 2025	SELL	$88.59 - $94.57 $6,378 - $6,809	-72 Reduced 1.18%	6,039 $536,000
Q3 2024 Oct 16, 2024	SELL	$83.76 - $91.82 $670 - $734	-8 Reduced 0.13%	6,111 $557,000
Q4 2023 Jan 18, 2024	BUY	$70.56 - $78.63 $2,469 - $2,752	35 Added 0.58%	6,119 $477,000
Q2 2023 Jul 14, 2023	SELL	$71.44 - $74.33 $16,002 - $16,649	-224 Reduced 3.55%	6,084 $452,000
Q4 2022 Jan 18, 2023	SELL	$65.75 - $75.5 $26,760 - $30,728	-407 Reduced 6.06%	6,308 $0
Q3 2022 Oct 14, 2022	SELL	$66.1 - $76.63 $2,577 - $2,988	-39 Reduced 0.58%	6,715 $444,000
Q1 2022 Apr 12, 2022	SELL	$71.88 - $80.4 $3,665 - $4,100	-51 Reduced 0.75%	6,754 $524,000
Q4 2020 Jan 25, 2021	BUY	$61.66 - $67.88 $1,356 - $1,493	22 Added 0.32%	6,805 $462,000
Q2 2020 Aug 05, 2020	SELL	$51.94 - $64.01 $21,347 - $26,308	-411 Reduced 5.71%	6,783 $411,000
Q1 2020 May 21, 2020	SELL	$46.61 - $69.67 $13,563 - $20,273	-291 Reduced 3.89%	7,194 $389,000
Q4 2019 Jan 30, 2020	BUY	$62.68 - $65.67 $469,159 - $491,539	7,485 New	7,485 $491,000

Others Institutions Holding USMV

# of Institutions

1,444

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Life Steps Financial, Inc. Ishares Msci Usa Min Vol Facto Transaction History