Soltis Investment Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Soltis Investment Advisors LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 9,187 shares of USMV stock, worth $851,175. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,187
Previous 9,235 0.52%
Holding current value
$851,175
Previous $819,000 5.01%
% of portfolio
0.08%
Previous 0.08%

Shares

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

May 13, 2025
SELL
$87.68 - $94.52 $4,208 - $4,536
-48 Reduced 0.52%
9,187 $860,000
Q4 2024

Jan 29, 2025
SELL
$88.59 - $94.57 $19,224 - $20,521
-217 Reduced 2.3%
9,235 $819,000
Q3 2024

Nov 18, 2024
SELL
$83.76 - $91.82 $6,114 - $6,702
-73 Reduced 0.77%
9,452 $863,000
Q2 2024

Aug 12, 2024
SELL
$79.92 - $84.63 $113,086 - $119,751
-1,415 Reduced 12.93%
9,525 $799,000
Q1 2024

Apr 29, 2024
BUY
$77.86 - $83.58 $128,858 - $138,324
1,655 Added 17.82%
10,940 $914,000
Q4 2023

Jan 26, 2024
SELL
$70.56 - $78.63 $293,529 - $327,100
-4,160 Reduced 30.94%
9,285 $724,000
Q3 2023

Nov 08, 2023
BUY
$72.38 - $76.06 $20,990 - $22,057
290 Added 2.2%
13,445 $973,000
Q2 2023

Aug 08, 2023
SELL
$71.44 - $74.33 $10,501 - $10,926
-147 Reduced 1.11%
13,155 $977,000
Q1 2023

May 03, 2023
SELL
$69.12 - $73.78 $71,055 - $75,845
-1,028 Reduced 7.17%
13,302 $967,000
Q4 2022

Feb 09, 2023
BUY
$65.75 - $75.5 $79,294 - $91,053
1,206 Added 9.19%
14,330 $1.03 Million
Q3 2022

Nov 14, 2022
SELL
$66.1 - $76.63 $70,925 - $82,223
-1,073 Reduced 7.56%
13,124 $867,000
Q2 2022

Aug 11, 2022
BUY
$66.73 - $79.1 $188,779 - $223,773
2,829 Added 24.89%
14,197 $997,000
Q1 2022

May 06, 2022
SELL
$71.88 - $80.4 $60,954 - $68,179
-848 Reduced 6.94%
11,368 $882,000
Q4 2021

Feb 09, 2022
BUY
$73.28 - $81.04 $65,439 - $72,368
893 Added 7.89%
12,216 $988,000
Q3 2021

Nov 09, 2021
SELL
$73.5 - $78.28 $1,690 - $1,800
-23 Reduced 0.2%
11,323 $832,000
Q2 2021

Aug 04, 2021
BUY
$69.72 - $73.7 $109,809 - $116,077
1,575 Added 16.12%
11,346 $835,000
Q1 2021

May 11, 2021
SELL
$65.18 - $69.88 $3.89 Million - $4.17 Million
-59,736 Reduced 85.94%
9,771 $676,000
Q4 2020

Feb 10, 2021
SELL
$61.66 - $67.88 $654,150 - $720,138
-10,609 Reduced 13.24%
69,507 $4.72 Million
Q3 2020

Oct 28, 2020
SELL
$60.74 - $66.36 $459,133 - $501,615
-7,559 Reduced 8.62%
80,116 $5.11 Million
Q2 2020

Aug 12, 2020
BUY
$51.94 - $64.01 $4.55 Million - $5.61 Million
87,675 New
87,675 $5.32 Million

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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