Strategic Family Wealth Counselors, L.L.C. Ishares Msci Usa Min Vol Facto Transaction History

Strategic Family Wealth Counselors, L.L.C.

$281 Million
Q3 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 24,193 shares of USMV stock, worth $2.25 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

24,193

Previous 24,700 2.05%

Holding current value

$2.25 Million

Previous $2.07 Million 6.56%

% of portfolio

0.79%

Previous 0.8%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$83.76 - $91.82 $42,466 - $46,552	-507 Reduced 2.05%	24,193 $2.21 Million
Q2 2024 Aug 14, 2024	SELL	$79.92 - $84.63 $72,807 - $77,097	-911 Reduced 3.56%	24,700 $2.07 Million
Q4 2023 Jan 29, 2024	SELL	$70.56 - $78.63 $63,292 - $70,531	-897 Reduced 3.38%	25,611 $2 Million
Q2 2023 Aug 10, 2023	SELL	$71.44 - $74.33 $1,786 - $1,858	-25 Reduced 0.09%	26,508 $1.97 Million
Q1 2023 May 15, 2023	SELL	$69.12 - $73.78 $83,289 - $88,904	-1,205 Reduced 4.34%	26,533 $1.93 Million
Q4 2022 Jan 25, 2023	BUY	$65.75 - $75.5 $131 - $151	2 Added 0.01%	27,738 $0
Q3 2022 Nov 10, 2022	SELL	$66.1 - $76.63 $27,431 - $31,801	-415 Reduced 1.47%	27,736 $1.83 Million
Q2 2022 Aug 11, 2022	BUY	$66.73 - $79.1 $200 - $237	3 Added 0.01%	28,151 $1.98 Million
Q1 2022 May 04, 2022	SELL	$71.88 - $80.4 $95,241 - $106,530	-1,325 Reduced 4.5%	28,148 $2.18 Million
Q4 2021 Feb 08, 2022	SELL	$73.28 - $81.04 $37,885 - $41,897	-517 Reduced 1.72%	29,473 $2.38 Million
Q3 2021 Nov 09, 2021	SELL	$73.5 - $78.28 $64,974 - $69,199	-884 Reduced 2.86%	29,990 $2.2 Million
Q2 2021 Jul 29, 2021	BUY	$69.72 - $73.7 $27,957 - $29,553	401 Added 1.32%	30,874 $2.27 Million
Q1 2021 May 10, 2021	BUY	$65.18 - $69.88 $175,725 - $188,396	2,696 Added 9.71%	30,473 $2.11 Million
Q4 2020 Feb 16, 2021	BUY	$61.66 - $67.88 $493 - $543	8 Added 0.03%	27,777 $1.89 Million
Q3 2020 Oct 26, 2020	BUY	$60.74 - $66.36 $36,747 - $40,147	605 Added 2.23%	27,769 $1.77 Million
Q2 2020 Jul 13, 2020	BUY	$51.94 - $64.01 $86,532 - $106,640	1,666 Added 6.53%	27,164 $1.65 Million
Q1 2020 Apr 16, 2020	BUY	$46.61 - $69.67 $654,870 - $978,863	14,050 Added 122.73%	25,498 $1.38 Million
Q4 2019 Jan 17, 2020	SELL	$62.68 - $65.67 $18,804 - $19,701	-300 Reduced 2.55%	11,448 $751,000
Q2 2019 Jul 17, 2019	SELL	$58.77 - $62.47 $3,349 - $3,560	-57 Reduced 0.48%	11,748 $725,000
Q1 2019 Apr 26, 2019	BUY	$51.18 - $58.8 $339,937 - $390,549	6,642 Added 128.65%	11,805 $694,000
Q4 2018 Jan 18, 2019	BUY	$49.77 - $57.05 $256,962 - $294,549	5,163 New	5,163 $271,000

Others Institutions Holding USMV

# of Institutions

1,324

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Strategic Family Wealth Counselors, L.L.C. Ishares Msci Usa Min Vol Facto Transaction History