Stifel Financial Corp Ishares Msci Usa Min Vol Facto Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Stifel Financial Corp holds 609,963 shares of USMV stock, worth $57.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

609,963

Previous 518,835 17.56%

Holding current value

$57.5 Million

Previous $48.7 Million 19.15%

% of portfolio

0.05%

Previous 0.05%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$92.18 - $95.14 $8.4 Million - $8.67 Million	91,128 Added 17.56%	609,963 $58 Million
Q2 2025 Aug 14, 2025	BUY	$85.42 - $94.39 $6.15 Million - $6.8 Million	72,016 Added 16.12%	518,835 $48.7 Million
Q1 2025 May 13, 2025	BUY	$87.68 - $94.52 $2.12 Million - $2.28 Million	24,156 Added 5.72%	446,819 $41.8 Million
Q4 2024 Feb 13, 2025	BUY	$88.59 - $94.57 $165,929 - $177,129	1,873 Added 0.45%	422,663 $37.5 Million
Q3 2024 Nov 14, 2024	BUY	$83.76 - $91.82 $961,648 - $1.05 Million	11,481 Added 2.8%	420,790 $38.4 Million

Q2 2024 Aug 13, 2024	SELL	$79.92 - $84.63 $860,978 - $911,718	-10,773 Reduced 2.56%	409,309 $34.4 Million
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $5.3 Million - $5.69 Million	-68,061 Reduced 13.94%	420,082 $35.1 Million
Q4 2023 Feb 12, 2024	SELL	$70.56 - $78.63 $3.43 Million - $3.82 Million	-48,606 Reduced 9.06%	488,143 $38.1 Million
Q3 2023 Nov 13, 2023	SELL	$72.38 - $76.06 $9.19 Million - $9.66 Million	-126,990 Reduced 19.13%	536,749 $38.8 Million
Q2 2023 Aug 14, 2023	SELL	$71.44 - $74.33 $1.05 Million - $1.09 Million	-14,711 Reduced 2.17%	663,739 $49.3 Million
Q1 2023 May 12, 2023	BUY	$69.12 - $73.78 $2.61 Million - $2.79 Million	37,754 Added 5.89%	678,450 $49.4 Million
Q4 2022 Feb 13, 2023	SELL	$65.75 - $75.5 $1.01 Million - $1.16 Million	-15,380 Reduced 2.34%	640,696 $46.2 Million
Q3 2022 Nov 14, 2022	BUY	$66.1 - $76.63 $6.86 Million - $7.95 Million	103,728 Added 18.78%	656,076 $43.4 Million
Q2 2022 Aug 15, 2022	BUY	$66.73 - $79.1 $3.49 Million - $4.13 Million	52,270 Added 10.45%	552,348 $38.8 Million
Q1 2022 May 13, 2022	BUY	$71.88 - $80.4 $582,874 - $651,963	8,109 Added 1.65%	500,078 $38.8 Million
Q4 2021 Feb 14, 2022	BUY	$73.28 - $81.04 $6.98 Million - $7.72 Million	95,267 Added 24.01%	491,969 $39.8 Million
Q3 2021 Nov 15, 2021	SELL	$73.5 - $78.28 $1.75 Million - $1.86 Million	-23,814 Reduced 5.66%	396,702 $29.2 Million
Q2 2021 Aug 13, 2021	SELL	$69.72 - $73.7 $2.25 Million - $2.38 Million	-32,332 Reduced 7.14%	420,516 $31 Million
Q1 2021 May 14, 2021	SELL	$65.18 - $69.88 $17.6 Million - $18.9 Million	-270,700 Reduced 37.41%	452,848 $31.3 Million
Q4 2020 Feb 12, 2021	SELL	$61.66 - $67.88 $1.66 Million - $1.83 Million	-26,953 Reduced 3.59%	723,548 $49.1 Million
Q3 2020 Nov 16, 2020	BUY	$60.74 - $66.36 $480,757 - $525,239	7,915 Added 1.07%	750,501 $47.8 Million
Q2 2020 Aug 14, 2020	SELL	$51.94 - $64.01 $1.54 Million - $1.9 Million	-29,727 Reduced 3.85%	742,586 $45 Million
Q1 2020 May 14, 2020	BUY	$46.61 - $69.67 $3.69 Million - $5.52 Million	79,234 Added 11.43%	772,313 $41.7 Million
Q4 2019 Feb 13, 2020	BUY	$62.68 - $65.67 $3.11 Million - $3.26 Million	49,613 Added 7.71%	693,079 $45.5 Million
Q3 2019 Nov 19, 2019	SELL	$61.12 - $64.69 $178,959 - $189,412	-2,928 Reduced 0.45%	643,466 $41.2 Million
Q3 2019 Nov 13, 2019	BUY	$61.12 - $64.69 $7.75 Million - $8.2 Million	126,752 Added 24.39%	646,394 $41.4 Million
Q2 2019 Aug 14, 2019	BUY	$58.77 - $62.47 $1.41 Million - $1.5 Million	23,980 Added 4.84%	519,642 $32.1 Million
Q1 2019 May 14, 2019	SELL	$51.18 - $58.8 $1.39 Million - $1.6 Million	-27,207 Reduced 5.2%	495,662 $29.2 Million
Q4 2018 Feb 13, 2019	BUY	$49.77 - $57.05 $4.34 Million - $4.97 Million	87,198 Added 20.01%	522,869 $27.4 Million
Q3 2018 Nov 13, 2018	SELL	$53.24 - $57.58 $154,555 - $167,154	-2,903 Reduced 0.66%	435,671 $24.9 Million
Q2 2018 Aug 14, 2018	SELL	$51.06 - $53.87 $3.13 Million - $3.3 Million	-61,348 Reduced 12.27%	438,574 $23.3 Million
Q1 2018 May 11, 2018	SELL	$50.24 - $55.31 $1.07 Million - $1.18 Million	-21,376 Reduced 4.1%	499,922 $26 Million
Q4 2017 Feb 14, 2018	BUY	$50.5 - $53.37 $2.04 Million - $2.15 Million	40,370 Added 8.39%	521,298 $27.5 Million
Q3 2017 Nov 13, 2017	BUY	$50.1 - $50.34 $24.1 Million - $24.2 Million	480,928	480,928 $0

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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Stifel Financial Corp Ishares Msci Usa Min Vol Facto Transaction History