Strong Box Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Strong Box Wealth, LLC

  • $228 Million
  • Q1 2025

A detailed history of Strong Box Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strong Box Wealth, LLC holds 7,875 shares of USMV stock, worth $736,391. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,875
Previous 8,035 1.99%
Holding current value
$736,391
Previous $713,000 3.37%
% of portfolio
0.32%
Previous 0.31%

Shares

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

May 13, 2025
SELL
$87.68 - $94.52 $14,028 - $15,123
-160 Reduced 1.99%
7,875 $737,000
Q4 2024

Jan 14, 2025
SELL
$88.59 - $94.57 $1,771 - $1,891
-20 Reduced 0.25%
8,035 $713,000
Q3 2024

Nov 12, 2024
BUY
$83.76 - $91.82 $31,410 - $34,432
375 Added 4.88%
8,055 $735,000
Q2 2024

Aug 12, 2024
BUY
$79.92 - $84.63 $16,383 - $17,349
205 Added 2.74%
7,680 $644,000
Q1 2024

May 14, 2024
BUY
$77.86 - $83.58 $19,075 - $20,477
245 Added 3.39%
7,475 $624,000
Q4 2023

Jan 08, 2024
BUY
$70.56 - $78.63 $2,822 - $3,145
40 Added 0.56%
7,230 $564,000
Q2 2023

Jul 24, 2023
BUY
$71.44 - $74.33 $62,510 - $65,038
875 Added 13.86%
7,190 $534,000
Q3 2022

Oct 14, 2022
BUY
$66.1 - $76.63 $1,982 - $2,298
30 Added 0.48%
6,315 $417,000
Q1 2022

Apr 14, 2022
BUY
$71.88 - $80.4 $12,219 - $13,668
170 Added 2.78%
6,285 $488,000
Q4 2021

Jan 14, 2022
SELL
$73.28 - $81.04 $6,961 - $7,698
-95 Reduced 1.53%
6,115 $495,000
Q3 2021

Nov 12, 2021
SELL
$73.5 - $78.28 $290,325 - $309,206
-3,950 Reduced 38.88%
6,210 $456,000
Q2 2021

Aug 10, 2021
SELL
$69.72 - $73.7 $743,982 - $786,452
-10,671 Reduced 51.23%
10,160 $748,000
Q1 2021

May 28, 2021
SELL
$65.18 - $69.88 $2.23 Million - $2.39 Million
-34,261 Reduced 62.19%
20,831 $1.44 Million
Q4 2020

Feb 02, 2021
SELL
$61.66 - $67.88 $268,837 - $295,956
-4,360 Reduced 7.33%
55,092 $3.74 Million
Q3 2020

Oct 20, 2020
SELL
$60.74 - $66.36 $139,155 - $152,030
-2,291 Reduced 3.71%
59,452 $3.79 Million
Q2 2020

Jul 30, 2020
SELL
$51.94 - $64.01 $37,137 - $45,767
-715 Reduced 1.14%
61,743 $3.74 Million
Q1 2020

May 15, 2020
BUY
$46.61 - $69.67 $2.91 Million - $4.35 Million
62,458 New
62,458 $3.37 Million

Others Institutions Holding USMV

# of Institutions
1,445
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
Track This Portfolio

Track Strong Box Wealth, LLC Portfolio

Follow Strong Box Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strong Box Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strong Box Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email