Strategic Point Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Strategic Point Investment Advisors, LLC

$600 Million
Q1 2025

A detailed history of Strategic Point Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 39,648 shares of USMV stock, worth $3.67 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

39,648

Previous 39,288 0.92%

Holding current value

$3.67 Million

Previous $3.49 Million 6.45%

% of portfolio

0.62%

Previous 0.57%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$87.68 - $94.52 $31,564 - $34,027	360 Added 0.92%	39,648 $3.71 Million
Q4 2024 Jan 23, 2025	SELL	$88.59 - $94.57 $51,913 - $55,418	-586 Reduced 1.47%	39,288 $3.49 Million
Q3 2024 Oct 15, 2024	BUY	$83.76 - $91.82 $88,199 - $96,686	1,053 Added 2.71%	39,874 $3.64 Million
Q2 2024 Aug 06, 2024	SELL	$79.92 - $84.63 $80,958 - $85,730	-1,013 Reduced 2.54%	38,821 $3.26 Million
Q1 2024 May 14, 2024	SELL	$77.86 - $83.58 $34,258 - $36,775	-440 Reduced 1.09%	39,834 $3.33 Million
Q4 2023 Feb 08, 2024	SELL	$70.56 - $78.63 $26,812 - $29,879	-380 Reduced 0.93%	40,274 $3.14 Million
Q3 2023 Nov 01, 2023	SELL	$72.38 - $76.06 $18,095 - $19,015	-250 Reduced 0.61%	40,654 $2.94 Million
Q2 2023 Aug 14, 2023	SELL	$71.44 - $74.33 $9.42 Million - $9.8 Million	-131,867 Reduced 76.32%	40,904 $3.04 Million
Q1 2023 Apr 28, 2023	SELL	$69.12 - $73.78 $74,234 - $79,239	-1,074 Reduced 0.62%	172,771 $12.6 Million
Q4 2022 Feb 01, 2023	SELL	$65.75 - $75.5 $111,643 - $128,199	-1,698 Reduced 0.97%	173,845 $12.5 Million
Q3 2022 Nov 02, 2022	SELL	$66.1 - $76.63 $24,390 - $28,276	-369 Reduced 0.21%	175,543 $11.6 Million
Q2 2022 Aug 12, 2022	BUY	$66.73 - $79.1 $165,356 - $196,009	2,478 Added 1.43%	175,912 $12.4 Million
Q1 2022 May 11, 2022	SELL	$71.88 - $80.4 $19 Million - $21.3 Million	-264,912 Reduced 60.43%	173,434 $13.5 Million
Q4 2021 Feb 08, 2022	BUY	$73.28 - $81.04 $515,817 - $570,440	7,039 Added 1.63%	438,346 $35.5 Million
Q3 2021 Nov 12, 2021	BUY	$73.5 - $78.28 $72,397 - $77,105	985 Added 0.23%	431,307 $31.7 Million
Q2 2021 Jul 19, 2021	BUY	$69.72 - $73.7 $145,435 - $153,738	2,086 Added 0.49%	430,322 $31.7 Million
Q1 2021 May 11, 2021	SELL	$65.18 - $69.88 $4.67 Million - $5.01 Million	-71,666 Reduced 14.34%	428,236 $29.6 Million
Q4 2020 Feb 03, 2021	SELL	$61.66 - $67.88 $6.78 Million - $7.47 Million	-110,016 Reduced 18.04%	499,902 $33.3 Million
Q3 2020 Nov 13, 2020	BUY	$60.74 - $66.36 $252,556 - $275,924	4,158 Added 0.69%	609,918 $38.9 Million
Q2 2020 Jul 29, 2020	BUY	$51.94 - $64.01 $962,240 - $1.19 Million	18,526 Added 3.15%	605,760 $38.1 Million
Q1 2020 May 11, 2020	BUY	$46.61 - $69.67 $14 Million - $20.9 Million	299,312 Added 103.96%	587,234 $31.7 Million
Q4 2019 Jan 08, 2020	BUY	$62.68 - $65.67 $3.72 Million - $3.9 Million	59,390 Added 25.99%	287,922 $18.9 Million
Q3 2019 Oct 28, 2019	SELL	$61.12 - $64.69 $71,388 - $75,557	-1,168 Reduced 0.51%	228,532 $14.6 Million
Q2 2019 Aug 14, 2019	BUY	$58.77 - $62.47 $13.5 Million - $14.3 Million	229,700 New	229,700 $14.2 Million

Others Institutions Holding USMV

# of Institutions

1,415

Shares Held

204M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Strategic Point Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History