A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 253,242 shares of USMV stock, worth $22.7 Million. This represents 4.67% of its overall portfolio holdings.

Number of Shares
253,242
Previous 254,908 0.65%
Holding current value
$22.7 Million
Previous $21.4 Million 8.04%
% of portfolio
4.67%
Previous 4.69%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$83.76 - $91.82 $139,544 - $152,972
-1,666 Reduced 0.65%
253,242 $23.1 Million
Q2 2024

Aug 01, 2024

SELL
$79.92 - $84.63 $347,731 - $368,225
-4,351 Reduced 1.68%
254,908 $21.4 Million
Q1 2024

Apr 30, 2024

SELL
$77.86 - $83.58 $121,383 - $130,301
-1,559 Reduced 0.6%
259,259 $21.7 Million
Q4 2023

Jan 19, 2024

SELL
$70.56 - $78.63 $1.86 Million - $2.08 Million
-26,420 Reduced 9.2%
260,818 $20.4 Million
Q3 2023

Oct 19, 2023

SELL
$72.38 - $76.06 $435,003 - $457,120
-6,010 Reduced 2.05%
287,238 $20.8 Million
Q2 2023

Jul 26, 2023

SELL
$71.44 - $74.33 $160,811 - $167,316
-2,251 Reduced 0.76%
293,248 $21.8 Million
Q1 2023

May 02, 2023

SELL
$69.12 - $73.78 $2.5 Million - $2.67 Million
-36,126 Reduced 10.89%
295,499 $21.5 Million
Q4 2022

Jan 26, 2023

BUY
$65.75 - $75.5 $79,294 - $91,053
1,206 Added 0.36%
331,625 $0
Q3 2022

Nov 01, 2022

BUY
$66.1 - $76.63 $560,197 - $649,439
8,475 Added 2.63%
330,419 $21.9 Million
Q2 2022

Jul 26, 2022

BUY
$66.73 - $79.1 $5.65 Million - $6.7 Million
84,712 Added 35.71%
321,944 $22.6 Million
Q1 2022

May 09, 2022

SELL
$71.88 - $80.4 $840,061 - $939,634
-11,687 Reduced 4.7%
237,232 $18.4 Million
Q4 2021

Jan 31, 2022

BUY
$73.28 - $81.04 $3.92 Million - $4.34 Million
53,494 Added 27.37%
248,919 $20.1 Million
Q3 2021

Oct 22, 2021

BUY
$73.5 - $78.28 $73,500 - $78,280
1,000 Added 0.51%
195,425 $14.4 Million
Q2 2021

Jul 26, 2021

SELL
$69.72 - $73.7 $1.45 Million - $1.53 Million
-20,742 Reduced 9.64%
194,425 $14.3 Million
Q1 2021

Apr 30, 2021

SELL
$65.18 - $69.88 $3.07 Million - $3.29 Million
-47,144 Reduced 17.97%
215,167 $14.9 Million
Q4 2020

Feb 11, 2021

SELL
$61.66 - $67.88 $81,267 - $89,465
-1,318 Reduced 0.5%
262,311 $17.8 Million
Q3 2020

Oct 20, 2020

BUY
$60.74 - $66.36 $40,635 - $44,394
669 Added 0.25%
263,629 $16.8 Million
Q2 2020

Aug 10, 2020

BUY
$51.94 - $64.01 $515,556 - $635,363
9,926 Added 3.92%
262,960 $15.9 Million
Q1 2020

May 05, 2020

SELL
$46.61 - $69.67 $2.32 Million - $3.47 Million
-49,747 Reduced 16.43%
253,034 $13.7 Million
Q4 2019

Jan 16, 2020

BUY
$62.68 - $65.67 $19 Million - $19.9 Million
302,781 New
302,781 $19.9 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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