A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 8,385 shares of USMV stock, worth $783,745. This represents 0.41% of its overall portfolio holdings.

Number of Shares
8,385
Previous 9,009 6.93%
Holding current value
$783,745
Previous $756,000 1.19%
% of portfolio
0.41%
Previous 0.43%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$83.76 - $91.82 $52,266 - $57,295
-624 Reduced 6.93%
8,385 $765,000
Q2 2024

Jul 15, 2024

BUY
$79.92 - $84.63 $719,999 - $762,431
9,009 New
9,009 $756,000
Q2 2023

Jul 06, 2023

SELL
$71.44 - $74.33 $34,576 - $35,975
-484 Reduced 5.1%
9,009 $670 Million
Q1 2023

Apr 21, 2023

SELL
$69.12 - $73.78 $353,134 - $376,942
-5,109 Reduced 34.99%
9,493 $691 Million
Q4 2022

Feb 17, 2023

BUY
$65.75 - $75.5 $960,081 - $1.1 Million
14,602 New
14,602 $1.05 Billion

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.