Summit Financial, LLC Ishares Msci Usa Min Vol Facto Transaction History

Summit Financial, LLC

  • $2.54 Billion
  • Q3 2024

A detailed history of Summit Financial, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Summit Financial, LLC holds 14,977 shares of USMV stock, worth $1.36 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,977
Previous 13,450 11.35%
Holding current value
$1.36 Million
Previous $1.13 Million 21.08%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$83.76 - $91.82 $127,901 - $140,209
1,527 Added 11.35%
14,977 $1.37 Million
Q2 2024

Jul 31, 2024
BUY
$79.92 - $84.63 $327,672 - $346,983
4,100 Added 43.85%
13,450 $1.13 Million
Q1 2024

Apr 24, 2024
BUY
$77.86 - $83.58 $87,203 - $93,609
1,120 Added 13.61%
9,350 $781,000
Q4 2023

Feb 05, 2024
SELL
$70.56 - $78.63 $2,399 - $2,673
-34 Reduced 0.41%
8,230 $642,000
Q3 2023

Nov 07, 2023
SELL
$72.38 - $76.06 $80,631 - $84,730
-1,114 Reduced 11.88%
8,264 $598,000
Q2 2023

Aug 11, 2023
SELL
$71.44 - $74.33 $163,597 - $170,215
-2,290 Reduced 19.63%
9,378 $697,000
Q1 2023

May 03, 2023
BUY
$69.12 - $73.78 $135,406 - $144,535
1,959 Added 20.18%
11,668 $848,000
Q4 2022

Feb 07, 2023
BUY
$65.75 - $75.5 $1,775 - $2,038
27 Added 0.28%
9,709 $700,000
Q3 2022

Nov 15, 2022
BUY
$66.1 - $76.63 $374,522 - $434,185
5,666 Added 141.09%
9,682 $640 Million
Q1 2022

May 10, 2022
SELL
$71.88 - $80.4 $68,286 - $76,380
-950 Reduced 19.13%
4,016 $311,000
Q3 2021

Nov 08, 2021
BUY
$73.5 - $78.28 $69,825 - $74,366
950 Added 23.66%
4,966 $365,000
Q1 2021

May 03, 2021
SELL
$65.18 - $69.88 $39,629 - $42,487
-608 Reduced 13.15%
4,016 $277,000
Q4 2020

Feb 09, 2021
BUY
$61.66 - $67.88 $285,115 - $313,877
4,624 New
4,624 $313,000

Others Institutions Holding USMV

# of Institutions
1,281
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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 Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email