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

Shore Haven Wealth Partners, LLC

  • $202 Million
  • Q3 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 3,383 shares of USMV stock, worth $306,838. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,383
Previous 3,843 11.97%
Holding current value
$306,838
Previous $322,000 4.35%
% of portfolio
0.15%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,292
Shares Held
199M
Call Options Held
10.6K
Put Options Held
27K
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 Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, 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 Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email