A detailed history of Mendel Money Management transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mendel Money Management holds 5,714 shares of USMV stock, worth $520,431. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,714
Previous 5,335 7.1%
Holding current value
$520,431
Previous $447,000 16.55%
% of portfolio
0.24%
Previous 0.22%

Shares

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

Nov 07, 2024

BUY
$83.76 - $91.82 $31,745 - $34,799
379 Added 7.1%
5,714 $521,000
Q2 2024

Aug 13, 2024

BUY
$79.92 - $84.63 $15,264 - $16,164
191 Added 3.71%
5,335 $447,000
Q1 2024

May 01, 2024

BUY
$77.86 - $83.58 $3,815 - $4,095
49 Added 0.96%
5,144 $429,000
Q4 2023

Feb 14, 2024

BUY
$70.56 - $78.63 $359,503 - $400,619
5,095 New
5,095 $397,000
Q3 2023

Nov 13, 2023

BUY
$72.38 - $76.06 $24,898 - $26,164
344 Added 7.57%
4,888 $353,000
Q2 2023

Aug 14, 2023

BUY
$71.44 - $74.33 $28,647 - $29,806
401 Added 9.68%
4,544 $337,000
Q1 2023

May 10, 2023

SELL
$69.12 - $73.78 $22,394 - $23,904
-324 Reduced 7.25%
4,143 $301,000
Q4 2022

Feb 13, 2023

BUY
$65.75 - $75.5 $5,983 - $6,870
91 Added 2.08%
4,467 $322,000
Q3 2022

Nov 14, 2022

SELL
$66.1 - $76.63 $198 - $229
-3 Reduced 0.07%
4,376 $289,000
Q2 2022

Aug 15, 2022

SELL
$66.73 - $79.1 $38,569 - $45,719
-578 Reduced 11.66%
4,379 $307,000
Q1 2022

May 16, 2022

BUY
$71.88 - $80.4 $45,859 - $51,295
638 Added 14.77%
4,957 $385,000
Q4 2021

Feb 14, 2022

BUY
$73.28 - $81.04 $20,225 - $22,367
276 Added 6.83%
4,319 $349,000
Q3 2021

Nov 09, 2021

BUY
$73.5 - $78.28 $15,288 - $16,282
208 Added 5.42%
4,043 $297,000
Q2 2021

Aug 11, 2021

SELL
$69.72 - $73.7 $209 - $221
-3 Reduced 0.08%
3,835 $282,000
Q1 2021

May 17, 2021

BUY
$65.18 - $69.88 $25,159 - $26,973
386 Added 11.18%
3,838 $266,000
Q4 2020

Feb 09, 2021

SELL
$61.66 - $67.88 $22,629 - $24,911
-367 Reduced 9.61%
3,452 $234,000
Q3 2020

Nov 10, 2020

BUY
$60.74 - $66.36 $22,595 - $24,685
372 Added 10.79%
3,819 $243,000
Q2 2020

Jul 29, 2020

BUY
$51.94 - $64.01 $179,037 - $220,642
3,447 New
3,447 $209,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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