Sage View Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 88,047 shares of USMV stock, worth $8.1 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

88,047

Previous 98,100 10.25%

Holding current value

$8.1 Million

Previous $8.24 Billion 2.39%

% of portfolio

0.41%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$83.76 - $91.82 $842,039 - $923,066	-10,053 Reduced 10.25%	88,047 $8.04 Billion
Q2 2024 Aug 14, 2024	BUY	$79.92 - $84.63 $7.84 Million - $8.3 Million	98,100 New	98,100 $8.24 Billion
Q4 2023 Feb 09, 2024	SELL	$70.56 - $78.63 $9.88 Million - $11 Million	-140,027 Reduced 51.31%	132,880 $10.7 Billion
Q3 2023 Nov 02, 2023	SELL	$72.38 - $76.06 $5.53 Million - $5.81 Million	-76,422 Reduced 21.88%	272,907 $19.8 Billion
Q2 2023 Aug 11, 2023	SELL	$71.44 - $74.33 $5.1 Million - $5.31 Million	-71,390 Reduced 16.97%	349,329 $26 Billion
Q1 2023 May 01, 2023	SELL	$69.12 - $73.78 $11.4 Million - $12.1 Million	-164,583 Reduced 28.12%	420,719 $30.6 Billion
Q4 2022 Feb 14, 2023	BUY	$65.75 - $75.5 $38.5 Million - $44.2 Million	585,302 New	585,302 $42.2 Billion

Others Institutions Holding USMV

# of Institutions

1,316

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Account

Sage View Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History