Shore Haven Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Shore Haven Wealth Partners, LLC

$203 Million
Q4 2024

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 3,289 shares of USMV stock, worth $306,074. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,289

Previous 3,383 2.78%

Holding current value

$306,074

Previous $308,000 5.19%

% of portfolio

0.14%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$88.59 - $94.57 $8,327 - $8,889	-94 Reduced 2.78%	3,289 $292,000
Q3 2024 Oct 24, 2024	SELL	$83.76 - $91.82 $38,529 - $42,237	-460 Reduced 11.97%	3,383 $308,000
Q2 2024 Jul 24, 2024	SELL	$79.92 - $84.63 $586,053 - $620,591	-7,333 Reduced 65.61%	3,843 $322,000
Q1 2024 May 02, 2024	SELL	$77.86 - $83.58 $642,345 - $689,535	-8,250 Reduced 42.47%	11,176 $934,000
Q4 2023 Feb 06, 2024	SELL	$70.56 - $78.63 $1.51 Million - $1.68 Million	-21,424 Reduced 52.45%	19,426 $1.52 Million
Q3 2023 Oct 24, 2023	SELL	$72.38 - $76.06 $551,318 - $579,349	-7,617 Reduced 15.72%	40,850 $2.96 Million
Q2 2023 Jul 19, 2023	BUY	$71.44 - $74.33 $817,273 - $850,335	11,440 Added 30.9%	48,467 $3.6 Million
Q1 2023 Apr 14, 2023	BUY	$69.12 - $73.78 $1.08 Million - $1.15 Million	15,561 Added 72.49%	37,027 $2.69 Million
Q4 2022 Jan 24, 2023	BUY	$65.75 - $75.5 $61,147 - $70,215	930 Added 4.53%	21,466 $0
Q3 2022 Nov 09, 2022	BUY	$66.1 - $76.63 $243,776 - $282,611	3,688 Added 21.89%	20,536 $1.36 Million
Q2 2022 Aug 01, 2022	BUY	$66.73 - $79.1 $373,954 - $443,276	5,604 Added 49.84%	16,848 $1.18 Million
Q1 2022 May 13, 2022	BUY	$71.88 - $80.4 $808,218 - $904,017	11,244 New	11,244 $872,000

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

Ticker USMV
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Shore Haven Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History