Sequoia Financial Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 285,738 shares of USMV stock, worth $26.6 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
285,738
Previous 4,654 6039.62%
Holding current value
$26.6 Million
Previous $424,000 5883.49%
% of portfolio
0.22%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$88.59 - $94.57 $24.9 Million - $26.6 Million
281,084 Added 6039.62%
285,738 $25.4 Million
Q3 2024

Oct 21, 2024
SELL
$83.76 - $91.82 $77,394 - $84,841
-924 Reduced 16.57%
4,654 $424,000
Q2 2024

Jul 15, 2024
BUY
$79.92 - $84.63 $57,302 - $60,679
717 Added 14.75%
5,578 $468,000
Q1 2024

Apr 30, 2024
BUY
$77.86 - $83.58 $71,164 - $76,392
914 Added 23.16%
4,861 $406,000
Q4 2023

Jan 25, 2024
SELL
$70.56 - $78.63 $14,394 - $16,040
-204 Reduced 4.91%
3,947 $307,000
Q3 2023

Nov 08, 2023
BUY
$72.38 - $76.06 $35,538 - $37,345
491 Added 13.42%
4,151 $300,000
Q2 2023

Aug 08, 2023
SELL
$71.44 - $74.33 $14,502 - $15,088
-203 Reduced 5.25%
3,660 $272,000
Q1 2023

Apr 24, 2023
SELL
$69.12 - $73.78 $18,869 - $20,141
-273 Reduced 6.6%
3,863 $280,000
Q4 2022

Jan 17, 2023
BUY
$65.75 - $75.5 $7,429 - $8,531
113 Added 2.81%
4,136 $0
Q3 2022

Oct 26, 2022
BUY
$66.1 - $76.63 $22,606 - $26,207
342 Added 9.29%
4,023 $266,000
Q2 2022

Jul 22, 2022
BUY
$66.73 - $79.1 $20,219 - $23,967
303 Added 8.97%
3,681 $258,000
Q1 2022

May 13, 2022
SELL
$71.88 - $80.4 $115,942 - $129,685
-1,613 Reduced 32.32%
3,378 $262,000
Q4 2021

Feb 11, 2022
BUY
$73.28 - $81.04 $365,740 - $404,470
4,991 New
4,991 $404,000
Q3 2021

Oct 26, 2021
SELL
$73.5 - $78.28 $418,729 - $445,961
-5,697 Closed
0 $0
Q2 2021

Jul 27, 2021
BUY
$69.72 - $73.7 $40,158 - $42,451
576 Added 11.25%
5,697 $419,000
Q1 2021

May 14, 2021
BUY
$65.18 - $69.88 $333,786 - $357,855
5,121 New
5,121 $354,000

Others Institutions Holding USMV

# of Institutions
1,384
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, 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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email