Principle Wealth Partners LLC Ishares Msci Usa Min Vol Facto Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,247 shares of USMV stock, worth $211,779. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,247

Holding current value

$211,779

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$87.68 - $94.52 $197,016 - $212,386	2,247 New	2,247 $210,000
Q3 2024 Nov 13, 2024	BUY	$83.76 - $91.82 $188,208 - $206,319	2,247 New	2,247 $205,000
Q1 2022 May 12, 2022	SELL	$71.88 - $80.4 $184,731 - $206,628	-2,570 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$73.28 - $81.04 $188,329 - $208,272	2,570 New	2,570 $208,000
Q3 2021 Nov 16, 2021	SELL	$73.5 - $78.28 $269,745 - $287,287	-3,670 Closed	0 $0
Q1 2021 May 18, 2021	SELL	$65.18 - $69.88 $58,662 - $62,891	-900 Reduced 19.69%	3,670 $254,000
Q4 2020 Feb 16, 2021	BUY	$61.66 - $67.88 $35,146 - $38,691	570 Added 14.25%	4,570 $310,000
Q2 2019 Nov 05, 2019	SELL	$58.77 - $62.47 $132,526 - $140,869	-2,255 Reduced 36.05%	4,000 $247,000
Q4 2018 Oct 11, 2019	BUY	$49.77 - $57.05 $311,311 - $356,847	6,255 New	6,255 $328,000

Others Institutions Holding USMV

# of Institutions

1,456

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Principle Wealth Partners LLC Ishares Msci Usa Min Vol Facto Transaction History