Stephen J. Garry & Associates, LLC Ishares Msci Usa Min Vol Facto Transaction History

Stephen J. Garry & Associates, LLC

  • $107 Billion
  • Q1 2025

A detailed history of Stephen J. Garry & Associates, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Stephen J. Garry & Associates, LLC holds 10,840 shares of USMV stock, worth $995,112. This represents 0.95% of its overall portfolio holdings.

Number of Shares
10,840
Previous 10,840 -0.0%
Holding current value
$995,112
Previous $962 Million 5.48%
% of portfolio
0.95%
Previous 0.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$88.59 - $94.57 $960,315 - $1.03 Million
10,840 New
10,840 $962 Million
Q3 2024

Feb 13, 2025
SELL
$83.76 - $91.82 $54,444 - $59,682
-650 Reduced 4.78%
12,960 $1.18 Billion
Q2 2024

Feb 13, 2025
SELL
$79.92 - $84.63 $23,416 - $24,796
-293 Reduced 2.11%
13,610 $1.14 Billion
Q1 2024

Feb 13, 2025
BUY
$77.86 - $83.58 $238,485 - $256,005
3,063 Added 28.26%
13,903 $1.16 Billion
Q4 2023

Feb 14, 2025
BUY
$70.56 - $78.63 $247,877 - $276,227
3,513 Added 32.41%
14,353 $1.12 Billion

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

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  • Ticker USMV
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