A detailed history of Lion Street Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lion Street Advisors, LLC holds 2,657 shares of USMV stock, worth $237,828. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,657
Previous 2,621 1.37%
Holding current value
$237,828
Previous $220,000 10.0%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 10, 2024

BUY
$83.76 - $91.82 $3,015 - $3,305
36 Added 1.37%
2,657 $242,000
Q2 2024

Jul 12, 2024

SELL
$79.92 - $84.63 $12,627 - $13,371
-158 Reduced 5.69%
2,621 $220,000
Q4 2023

Jan 09, 2024

SELL
$70.56 - $78.63 $82,696 - $92,154
-1,172 Reduced 29.66%
2,779 $216,000
Q3 2023

Oct 19, 2023

BUY
$72.38 - $76.06 $95,107 - $99,942
1,314 Added 49.83%
3,951 $285,000
Q2 2023

Jul 28, 2023

BUY
$71.44 - $74.33 $188,387 - $196,008
2,637 New
2,637 $196,000
Q2 2020

Jul 20, 2020

SELL
$51.94 - $64.01 $29,709 - $36,613
-572 Closed
0 $0
Q1 2020

May 06, 2020

BUY
$46.61 - $69.67 $26,660 - $39,851
572 New
572 $31,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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