Shared Vision Wealth Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,857 shares of USMV stock, worth $264,386. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,857
Previous 2,344 21.89%
Holding current value
$264,386
Previous $208 Million 28.57%
% of portfolio
0.15%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$87.68 - $94.52 $44,979 - $48,488
513 Added 21.89%
2,857 $268 Million
Q4 2024

Feb 06, 2025
SELL
$88.59 - $94.57 $29,323 - $31,302
-331 Reduced 12.37%
2,344 $208 Million
Q3 2024

Nov 12, 2024
SELL
$83.76 - $91.82 $2,261 - $2,479
-27 Reduced 1.0%
2,675 $244 Million
Q2 2024

Jul 23, 2024
SELL
$79.92 - $84.63 $105,654 - $111,880
-1,322 Reduced 32.85%
2,702 $227 Million
Q1 2024

May 06, 2024
SELL
$77.86 - $83.58 $498,615 - $535,246
-6,404 Reduced 61.41%
4,024 $336 Million
Q4 2023

Feb 07, 2024
BUY
$70.56 - $78.63 $735,799 - $819,953
10,428 New
10,428 $814 Million

Others Institutions Holding USMV

# of Institutions
1,418
Shares Held
204M
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
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