A detailed history of Sage Mountain Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 16,753 shares of USMV stock, worth $1.53 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
16,753
Previous 15,613 7.3%
Holding current value
$1.53 Million
Previous $1.31 Million 16.72%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Oct 29, 2024

BUY
$83.76 - $91.82 $95,486 - $104,674
1,140 Added 7.3%
16,753 $1.53 Million
Q2 2024

Jul 31, 2024

SELL
$79.92 - $84.63 $1,518 - $1,607
-19 Reduced 0.12%
15,613 $1.31 Million
Q1 2024

Apr 23, 2024

SELL
$77.86 - $83.58 $3,270 - $3,510
-42 Reduced 0.27%
15,632 $1.31 Million
Q4 2023

Feb 01, 2024

BUY
$70.56 - $78.63 $175,271 - $195,316
2,484 Added 18.83%
15,674 $1.22 Million
Q3 2023

Oct 25, 2023

BUY
$72.38 - $76.06 $682,326 - $717,017
9,427 Added 250.52%
13,190 $954,000
Q2 2023

Jul 24, 2023

BUY
$71.44 - $74.33 $268,828 - $279,703
3,763 New
3,763 $279,000
Q2 2022

Aug 01, 2022

SELL
$66.73 - $79.1 $4,537 - $5,378
-68 Reduced 52.71%
61 $4,000
Q4 2021

Feb 02, 2022

SELL
$73.28 - $81.04 $462,836 - $511,848
-6,316 Reduced 98.0%
129 $10,000
Q3 2021

Nov 01, 2021

BUY
$73.5 - $78.28 $473,707 - $504,514
6,445 New
6,445 $474,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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