Lodestone Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Lodestone Wealth Management LLC

$188 Billion
Q1 2025

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,506 shares of USMV stock, worth $239,147. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,506

Previous 2,506 -0.0%

Holding current value

$239,147

Previous $223 Million 5.48%

% of portfolio

0.12%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$83.76 - $91.82 $81,498 - $89,340	-973 Reduced 27.97%	2,506 $229 Million
Q2 2024 Jul 16, 2024	SELL	$79.92 - $84.63 $61,298 - $64,911	-767 Reduced 18.06%	3,479 $292 Million
Q1 2024 Apr 30, 2024	BUY	$77.86 - $83.58 $622 - $668	8 Added 0.19%	4,246 $355 Million
Q4 2023 Jan 24, 2024	SELL	$70.56 - $78.63 $30,481 - $33,968	-432 Reduced 9.25%	4,238 $331 Million
Q3 2023 Oct 20, 2023	SELL	$72.38 - $76.06 $367,835 - $386,536	-5,082 Reduced 52.11%	4,670 $338 Million
Q2 2023 Jul 25, 2023	SELL	$71.44 - $74.33 $1.12 Million - $1.16 Million	-15,615 Reduced 61.56%	9,752 $725 Million
Q1 2023 May 15, 2023	BUY	$69.12 - $73.78 $12,372 - $13,206	179 Added 0.71%	25,367 $1.85 Billion
Q4 2022 Feb 09, 2023	BUY	$65.75 - $75.5 $1.66 Million - $1.9 Million	25,188 New	25,188 $1.82 Billion

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

Ticker USMV
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History