Retirement Planning Group Ishares Msci Usa Min Vol Facto Transaction History

Retirement Planning Group

$1.51 Billion
Q1 2025

A detailed history of Retirement Planning Group transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Retirement Planning Group holds 19,203 shares of USMV stock, worth $1.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,203

Previous 19,569 1.87%

Holding current value

$1.8 Million

Previous $1.74 Million 2.48%

% of portfolio

0.12%

Previous 0.1%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$87.68 - $94.52 $32,090 - $34,594	-366 Reduced 1.87%	19,203 $1.78 Million
Q4 2024 Feb 18, 2025	BUY	$88.59 - $94.57 $14,883 - $15,887	168 Added 0.87%	19,569 $1.74 Million
Q3 2024 Oct 10, 2024	SELL	$83.76 - $91.82 $176,231 - $193,189	-2,104 Reduced 9.78%	19,401 $1.77 Million
Q2 2024 Jul 12, 2024	BUY	$79.92 - $84.63 $535,623 - $567,190	6,702 Added 45.27%	21,505 $1.81 Million
Q1 2024 Apr 12, 2024	SELL	$77.86 - $83.58 $66,803 - $71,711	-858 Reduced 5.48%	14,803 $1.24 Million
Q4 2023 Jan 12, 2024	SELL	$70.56 - $78.63 $771,714 - $859,976	-10,937 Reduced 41.12%	15,661 $1.22 Million
Q3 2023 Oct 24, 2023	SELL	$72.38 - $76.06 $438,550 - $460,847	-6,059 Reduced 18.55%	26,598 $1.93 Million
Q2 2023 Jul 24, 2023	SELL	$71.44 - $74.33 $178,600 - $185,825	-2,500 Reduced 7.11%	32,657 $2.43 Million
Q1 2023 Apr 19, 2023	SELL	$69.12 - $73.78 $169,758 - $181,203	-2,456 Reduced 6.53%	35,157 $2.56 Million
Q4 2022 Jan 18, 2023	SELL	$65.75 - $75.5 $733,375 - $842,127	-11,154 Reduced 22.87%	37,613 $0
Q3 2022 Oct 13, 2022	SELL	$66.1 - $76.63 $460,188 - $533,498	-6,962 Reduced 12.49%	48,767 $3.22 Million
Q2 2022 Jul 13, 2022	SELL	$66.73 - $79.1 $4.25 Million - $5.04 Million	-63,666 Reduced 53.32%	55,729 $3.91 Million
Q1 2022 Apr 19, 2022	SELL	$71.88 - $80.4 $35.2 Million - $39.3 Million	-489,257 Reduced 80.38%	119,395 $9.26 Million
Q4 2021 Jan 20, 2022	BUY	$73.28 - $81.04 $1.39 Million - $1.53 Million	18,912 Added 3.21%	608,652 $49.2 Million
Q3 2021 Oct 18, 2021	BUY	$73.5 - $78.28 $2.37 Million - $2.52 Million	32,198 Added 5.77%	589,740 $43.3 Million
Q2 2021 Jul 19, 2021	BUY	$69.72 - $73.7 $2.93 Million - $3.1 Million	42,004 Added 8.15%	557,542 $41 Million
Q1 2021 Apr 26, 2021	BUY	$65.18 - $69.88 $1.73 Million - $1.85 Million	26,535 Added 5.43%	515,538 $35.7 Million
Q4 2020 Jan 27, 2021	BUY	$61.66 - $67.88 $1.07 Million - $1.18 Million	17,371 Added 3.68%	489,003 $33.2 Million
Q3 2020 Oct 15, 2020	BUY	$60.74 - $66.36 $8.86 Million - $9.68 Million	145,877 Added 44.78%	471,632 $30.1 Million
Q2 2020 Aug 06, 2020	BUY	$51.94 - $64.01 $14.6 Million - $17.9 Million	280,348 Added 617.41%	325,755 $19.8 Million
Q1 2020 May 05, 2020	SELL	$46.61 - $69.67 $417,532 - $624,103	-8,958 Reduced 16.48%	45,407 $2.45 Million
Q4 2019 Jan 29, 2020	SELL	$62.68 - $65.67 $1.15 Million - $1.2 Million	-18,270 Reduced 25.15%	54,365 $3.57 Million
Q3 2019 Oct 25, 2019	SELL	$61.12 - $64.69 $25.7 Million - $27.2 Million	-420,384 Reduced 85.27%	72,635 $4.66 Million
Q2 2019 Jul 25, 2019	BUY	$58.77 - $62.47 $1.26 Million - $1.34 Million	21,405 Added 4.54%	493,019 $30.4 Million
Q1 2019 May 06, 2019	BUY	$51.18 - $58.8 $2.49 Million - $2.86 Million	48,568 Added 11.48%	471,614 $27.7 Million
Q4 2018 Feb 06, 2019	BUY	$49.77 - $57.05 $21.1 Million - $24.1 Million	423,046 New	423,046 $22.2 Million

Others Institutions Holding USMV

# of Institutions

1,445

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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Retirement Planning Group Ishares Msci Usa Min Vol Facto Transaction History