A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 141,264 shares of USMV stock, worth $12.9 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
141,264
Holding current value
$12.9 Million
% of portfolio
0.78%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$72.38 - $76.06 $10.2 Million - $10.7 Million
141,264 New
141,264 $10.2 Million
Q1 2023

May 03, 2023

SELL
$69.12 - $73.78 $202,867 - $216,544
-2,935 Reduced 3.27%
86,867 $6.32 Million
Q4 2022

Jan 19, 2023

SELL
$65.75 - $75.5 $6.69 Million - $7.69 Million
-101,810 Reduced 53.13%
89,802 $0
Q3 2022

Oct 12, 2022

BUY
$66.1 - $76.63 $56,978 - $66,055
862 Added 0.45%
191,612 $12.7 Million
Q2 2022

Jul 12, 2022

BUY
$66.73 - $79.1 $4.64 Million - $5.5 Million
69,550 Added 57.38%
190,750 $13.4 Million
Q1 2022

Apr 19, 2022

BUY
$71.88 - $80.4 $355,662 - $397,819
4,948 Added 4.26%
121,200 $9.57 Million
Q4 2021

Jan 26, 2022

BUY
$73.28 - $81.04 $8.52 Million - $9.42 Million
116,252 New
116,252 $9.41 Million
Q4 2020

Jan 25, 2021

SELL
$61.66 - $67.88 $4.75 Million - $5.23 Million
-77,069 Closed
0 $0
Q3 2020

Oct 15, 2020

BUY
$60.74 - $66.36 $4.68 Million - $5.11 Million
77,069 New
77,069 $4.98 Million
Q4 2018

Jan 17, 2019

SELL
$49.77 - $57.05 $22,197 - $25,444
-446 Closed
0 $0
Q3 2018

Oct 19, 2018

SELL
$53.24 - $57.58 $32,423 - $35,066
-609 Reduced 57.73%
446 $25,000
Q1 2018

Apr 09, 2018

BUY
$50.24 - $55.31 $53,003 - $58,352
1,055 New
1,055 $55,000
Q4 2017

Feb 13, 2018

SELL
$50.5 - $53.37 $953,894 - $1.01 Million
-18,889 Closed
0 $0
Q3 2017

Nov 01, 2017

SELL
$50.1 - $50.34 $211,973 - $212,988
-4,231 Reduced 18.3%
18,889 $951,000
Q2 2017

Aug 09, 2017

BUY
N/A
23,120
23,120 $1.13 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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