Simplicity Wealth,Llc Ishares Msci Usa Min Vol Facto Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Simplicity Wealth,Llc holds 18,065 shares of USMV stock, worth $1.67 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,065
Previous 8,379 115.6%
Holding current value
$1.67 Million
Previous $743,000 125.44%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Apr 14, 2025
BUY
$87.68 - $94.52 $849,268 - $915,520
9,686 Added 115.6%
18,065 $1.68 Million
Q4 2024

Feb 07, 2025
SELL
$88.59 - $94.57 $771,264 - $823,326
-8,706 Reduced 50.96%
8,379 $743,000
Q3 2024

Oct 09, 2024
BUY
$83.76 - $91.82 $94,648 - $103,756
1,130 Added 7.08%
17,085 $1.56 Million
Q2 2024

Jul 10, 2024
BUY
$79.92 - $84.63 $21,738 - $23,019
272 Added 1.73%
15,955 $1.34 Million
Q1 2024

Apr 24, 2024
BUY
$77.86 - $83.58 $568,767 - $610,551
7,305 Added 87.19%
15,683 $1.31 Million
Q4 2023

Jan 29, 2024
SELL
$70.56 - $78.63 $195,027 - $217,333
-2,764 Reduced 24.81%
8,378 $653,000
Q3 2023

Oct 19, 2023
BUY
$72.38 - $76.06 $86,711 - $91,119
1,198 Added 12.05%
11,142 $806,000
Q2 2023

Jul 26, 2023
BUY
$71.44 - $74.33 $72,225 - $75,147
1,011 Added 11.32%
9,944 $739,000
Q1 2023

Apr 27, 2023
BUY
$69.12 - $73.78 $301,294 - $321,607
4,359 Added 95.3%
8,933 $649,000
Q4 2022

Feb 15, 2023
BUY
$65.75 - $75.5 $300,740 - $345,337
4,574 New
4,574 $329,000

Others Institutions Holding USMV

# of Institutions
1,445
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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