Strait & Sound Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 10,320 shares of USMV stock, worth $963,268. This represents 0.45% of its overall portfolio holdings.

Number of Shares
10,320
Previous 5,930 74.03%
Holding current value
$963,268
Previous $527 Million 83.58%
% of portfolio
0.45%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$87.68 - $94.52 $384,915 - $414,942
4,390 Added 74.03%
10,320 $967 Million
Q4 2024

Feb 18, 2025
BUY
$88.59 - $94.57 $17,275 - $18,441
195 Added 3.4%
5,930 $527 Million
Q3 2024

Nov 15, 2024
BUY
$83.76 - $91.82 $480,363 - $526,587
5,735 New
5,735 $524 Million

Others Institutions Holding USMV

# of Institutions
1,457
Shares Held
205M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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