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

Strategic Family Wealth Counselors, L.L.C.

  • $332 Million
  • Q2 2025

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 24,545 shares of USMV stock, worth $2.34 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
24,545
Previous 24,633 0.36%
Holding current value
$2.34 Million
Previous $2.31 Million 0.13%
% of portfolio
0.69%
Previous 0.79%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$85.42 - $94.39 $7,516 - $8,306
-88 Reduced 0.36%
24,545 $2.3 Million
Q1 2025

May 08, 2025
BUY
$87.68 - $94.52 $55,589 - $59,925
634 Added 2.64%
24,633 $2.31 Million
Q4 2024

Feb 06, 2025
SELL
$88.59 - $94.57 $17,186 - $18,346
-194 Reduced 0.8%
23,999 $2.13 Million
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
1,463
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
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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