A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 11,173 shares of USMV stock, worth $946,017. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,173
Previous 14,589 23.41%
Holding current value
$946,017
Previous $1.14 Million 18.01%
% of portfolio
0.25%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$77.86 - $83.58 $265,969 - $285,509
-3,416 Reduced 23.41%
11,173 $933,000
Q4 2023

Feb 06, 2024

SELL
$70.56 - $78.63 $449,184 - $500,558
-6,366 Reduced 30.38%
14,589 $1.14 Million
Q3 2023

Nov 03, 2023

SELL
$72.38 - $76.06 $514,694 - $540,862
-7,111 Reduced 25.34%
20,955 $1.52 Million
Q2 2023

Jul 31, 2023

BUY
$71.44 - $74.33 $474,218 - $493,402
6,638 Added 30.98%
28,066 $2.09 Million
Q1 2023

May 04, 2023

BUY
$69.12 - $73.78 $89,095 - $95,102
1,289 Added 6.4%
21,428 $1.56 Million
Q4 2022

Feb 13, 2023

SELL
$69.45 - $75.5 $92,299 - $100,339
-1,329 Reduced 6.19%
20,139 $1.45 Million
Q3 2022

Nov 14, 2022

SELL
$68.26 - $76.63 $6,621 - $7,433
-97 Reduced 0.45%
21,468 $1.42 Million
Q2 2022

Aug 15, 2022

SELL
$66.73 - $79.1 $2,802 - $3,322
-42 Reduced 0.19%
21,565 $1.51 Million
Q1 2022

May 16, 2022

SELL
$71.88 - $80.4 $31,195 - $34,893
-434 Reduced 1.97%
21,607 $1.68 Million
Q4 2021

Feb 15, 2022

BUY
$73.28 - $81.04 $1.62 Million - $1.79 Million
22,041 New
22,041 $1.78 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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