Mark Sheptoff Financial Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 334 shares of USMV stock, worth $30,908. This represents 0.02% of its overall portfolio holdings.

Number of Shares
334
Previous 247 35.22%
Holding current value
$30,908
Previous $21,000 47.62%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$87.68 - $94.52 $7,628 - $8,223
87 Added 35.22%
334 $31,000
Q4 2023

Feb 09, 2024
BUY
$70.56 - $78.63 $17,428 - $19,421
247 New
247 $19,000

Others Institutions Holding USMV

# of Institutions
1,440
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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