A detailed history of Marino, Stram & Associates LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Marino, Stram & Associates LLC holds 34,538 shares of USMV stock, worth $3.23 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
34,538
Previous 32,708 5.59%
Holding current value
$3.23 Million
Previous $2.75 Million 14.82%
% of portfolio
0.71%
Previous 0.68%

Shares

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

Oct 21, 2024

BUY
$83.76 - $91.82 $153,280 - $168,030
1,830 Added 5.59%
34,538 $3.15 Million
Q2 2024

Jul 18, 2024

SELL
$79.92 - $84.63 $65,054 - $68,888
-814 Reduced 2.43%
32,708 $2.75 Million
Q1 2024

Apr 24, 2024

SELL
$77.86 - $83.58 $131,349 - $140,999
-1,687 Reduced 4.79%
33,522 $2.8 Million
Q4 2023

Jan 30, 2024

BUY
$70.56 - $78.63 $69,289 - $77,214
982 Added 2.87%
35,209 $2.75 Million
Q3 2023

Oct 30, 2023

BUY
$72.38 - $76.06 $90,547 - $95,151
1,251 Added 3.79%
34,227 $2.48 Million
Q2 2023

Jul 20, 2023

SELL
$71.44 - $74.33 $26,647 - $27,725
-373 Reduced 1.12%
32,976 $2.45 Million
Q1 2023

Apr 20, 2023

SELL
$69.12 - $73.78 $9,676 - $10,329
-140 Reduced 0.42%
33,349 $2.43 Million
Q4 2022

Jan 19, 2023

BUY
$65.75 - $75.5 $63,448 - $72,857
965 Added 2.97%
33,489 $0
Q3 2022

Oct 17, 2022

SELL
$66.1 - $76.63 $49,244 - $57,089
-745 Reduced 2.24%
32,524 $2.15 Million
Q2 2022

Jul 15, 2022

SELL
$66.73 - $79.1 $48,112 - $57,031
-721 Reduced 2.12%
33,269 $2.34 Million
Q1 2022

Apr 25, 2022

SELL
$71.88 - $80.4 $115,079 - $128,720
-1,601 Reduced 4.5%
33,990 $2.64 Million
Q4 2021

Jan 20, 2022

SELL
$73.28 - $81.04 $5,496 - $6,078
-75 Reduced 0.21%
35,591 $2.88 Million
Q3 2021

Oct 14, 2021

BUY
$73.5 - $78.28 $2.62 Million - $2.79 Million
35,666 New
35,666 $2.62 Million
Q2 2021

Jul 22, 2021

SELL
$69.72 - $73.7 $2.61 Million - $2.76 Million
-37,482 Closed
0 $0
Q1 2021

Apr 26, 2021

SELL
$65.18 - $69.88 $150,630 - $161,492
-2,311 Reduced 5.81%
37,482 $2.59 Million
Q4 2020

Jan 19, 2021

SELL
$61.66 - $67.88 $113,207 - $124,627
-1,836 Reduced 4.41%
39,793 $2.7 Million
Q3 2020

Oct 22, 2020

SELL
$60.74 - $66.36 $116,742 - $127,543
-1,922 Reduced 4.41%
41,629 $2.65 Million
Q2 2020

Jul 20, 2020

SELL
$51.94 - $64.01 $33,449 - $41,222
-644 Reduced 1.46%
43,551 $2.64 Million
Q1 2020

May 05, 2020

BUY
$46.61 - $69.67 $63,715 - $95,238
1,367 Added 3.19%
44,195 $2.39 Million
Q4 2019

Jan 31, 2020

BUY
$62.68 - $65.67 $25,009 - $26,202
399 Added 0.94%
42,828 $2.81 Million
Q3 2019

Oct 15, 2019

BUY
$61.12 - $64.69 $256,704 - $271,698
4,200 Added 10.99%
42,429 $2.72 Million
Q2 2019

Jul 19, 2019

BUY
$58.77 - $62.47 $119,303 - $126,814
2,030 Added 5.61%
38,229 $2.36 Million
Q1 2019

May 14, 2019

BUY
$51.18 - $58.8 $229,184 - $263,306
4,478 Added 14.12%
36,199 $2.13 Million
Q4 2018

Feb 14, 2019

BUY
$49.77 - $57.05 $142,790 - $163,676
2,869 Added 9.94%
31,721 $1.69 Million
Q3 2018

Nov 14, 2018

BUY
$53.24 - $57.58 $141,937 - $153,508
2,666 Added 10.18%
28,852 $1.65 Million
Q2 2018

Aug 14, 2018

BUY
$51.06 - $53.87 $7,454 - $7,865
146 Added 0.56%
26,186 $1.39 Million
Q1 2018

May 15, 2018

SELL
$50.24 - $55.31 $36,323 - $39,989
-723 Reduced 2.7%
26,040 $1.35 Million
Q4 2017

Mar 09, 2018

BUY
$50.5 - $53.37 $1.35 Million - $1.43 Million
26,763
26,763 $1.41 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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