A detailed history of Sanford Advisory Services, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 472,229 shares of USMV stock, worth $42.5 Million. This represents 8.11% of its overall portfolio holdings.

Number of Shares
472,229
Previous 465,068 1.54%
Holding current value
$42.5 Million
Previous $30.7 Million 10.73%
% of portfolio
8.11%
Previous 8.78%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 07, 2023

BUY
$65.75 - $75.5 $470,835 - $540,655
7,161 Added 1.54%
472,229 $34 Million
Q3 2022

Nov 09, 2022

SELL
$66.1 - $76.63 $3.1 Million - $3.6 Million
-46,921 Reduced 9.16%
465,068 $30.7 Million
Q2 2022

Jul 28, 2022

SELL
$66.73 - $79.1 $955,573 - $1.13 Million
-14,320 Reduced 2.72%
511,989 $35.9 Million
Q1 2022

Jul 28, 2022

SELL
$71.88 - $80.4 $1.15 Million - $1.29 Million
-16,019 Reduced 2.95%
526,309 $40.8 Million
Q4 2021

Jul 28, 2022

SELL
$73.28 - $81.04 $5.45 Million - $6.03 Million
-74,413 Reduced 12.07%
542,328 $43.9 Million
Q3 2021

Jul 28, 2022

SELL
$73.5 - $78.28 $11.7 Million - $12.4 Million
-158,688 Reduced 20.46%
616,741 $45.3 Million
Q2 2021

Jul 28, 2022

BUY
$69.72 - $73.7 $111,342 - $117,698
1,597 Added 0.21%
775,429 $57.1 Million
Q1 2021

Jul 28, 2022

SELL
$65.18 - $69.88 $24.5 Million - $26.3 Million
-375,650 Reduced 32.68%
773,832 $53.5 Million
Q4 2020

Jul 28, 2022

BUY
$61.66 - $67.88 $70.9 Million - $78 Million
1,149,482 New
1,149,482 $78 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Sanford Advisory Services, LLC Portfolio

Follow Sanford Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sanford Advisory Services, LLC with notifications on news.