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

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

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 164,947 shares of USMV stock, worth $15.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

164,947

Holding current value

$15.4 Million

% of portfolio

0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$92.18 - $95.14 $15.2 Million - $15.7 Million	164,947 New	164,947 $15.7 Million
Q2 2025 Jul 25, 2025	SELL	$85.42 - $94.39 $5.9 Million - $6.52 Million	-69,112 Reduced 28.17%	176,246 $16.5 Million
Q1 2025 Apr 23, 2025	SELL	$87.68 - $94.52 $3.54 Million - $3.82 Million	-40,380 Reduced 14.13%	245,358 $23 Million
Q4 2024 Aug 08, 2025	BUY	$88.59 - $94.57 $9.7 Million - $10.4 Million	109,492 Added 62.12%	285,738 $25.4 Million
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

1,472

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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