Southern Capital Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Southern Capital Advisors, LLC

$191 Million
Q2 2025

A detailed history of Southern Capital Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 3,984 shares of USMV stock, worth $380,193. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,984

Previous 3,970 0.35%

Holding current value

$380,193

Previous $371,000 0.54%

% of portfolio

0.19%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$85.42 - $94.39 $1,195 - $1,321	14 Added 0.35%	3,984 $373,000
Q1 2025 Apr 22, 2025	BUY	$87.68 - $94.52 $1,139 - $1,228	13 Added 0.33%	3,970 $371,000
Q4 2024 Jan 23, 2025	BUY	$88.59 - $94.57 $1,683 - $1,796	19 Added 0.48%	3,957 $351,000
Q3 2024 Oct 24, 2024	BUY	$83.76 - $91.82 $1,507 - $1,652	18 Added 0.46%	3,938 $359,000
Q2 2024 Jul 25, 2024	BUY	$79.92 - $84.63 $1,118 - $1,184	14 Added 0.36%	3,920 $329,000
Q1 2024 May 03, 2024	SELL	$77.86 - $83.58 $23,124 - $24,823	-297 Reduced 7.07%	3,906 $326,000
Q4 2023 Jan 22, 2024	BUY	$70.56 - $78.63 $24,907 - $27,756	353 Added 9.17%	4,203 $327,000
Q2 2023 Aug 03, 2023	BUY	$71.44 - $74.33 $1,071 - $1,114	15 Added 0.39%	3,850 $286,000
Q1 2023 Apr 27, 2023	SELL	$69.12 - $73.78 $338,135 - $360,931	-4,892 Reduced 56.06%	3,835 $278,000
Q4 2022 Jan 20, 2023	BUY	$65.75 - $75.5 $89,157 - $102,378	1,356 Added 18.4%	8,727 $0
Q3 2022 Oct 20, 2022	BUY	$66.1 - $76.63 $21,218 - $24,598	321 Added 4.55%	7,371 $487,000
Q2 2022 Jul 20, 2022	SELL	$66.73 - $79.1 $533 - $632	-8 Reduced 0.11%	7,050 $495,000
Q1 2022 May 04, 2022	SELL	$71.88 - $80.4 $1,797 - $2,010	-25 Reduced 0.35%	7,058 $548,000
Q4 2021 Feb 04, 2022	BUY	$73.28 - $81.04 $519,042 - $574,006	7,083 New	7,083 $573,000

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Southern Capital Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History