Svb Wealth LLC Ishares Msci Usa Min Vol Facto Transaction History

Svb Wealth LLC

  • $2.41 Billion
  • Q1 2025

A detailed history of Svb Wealth LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Svb Wealth LLC holds 1,566 shares of USMV stock, worth $145,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,566
Holding current value
$145,763
% of portfolio
0.01%

Shares

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

May 14, 2025
BUY
$87.68 - $94.52 $137,306 - $148,018
1,566 New
1,566 $146,000
Q2 2024

Aug 06, 2024
SELL
$79.92 - $84.63 $157,842 - $167,144
-1,975 Reduced 31.05%
4,385 $368,000
Q1 2024

May 15, 2024
SELL
$77.86 - $83.58 $305,133 - $327,550
-3,919 Reduced 38.13%
6,360 $531,000
Q4 2023

Jan 30, 2024
BUY
$70.56 - $78.63 $150,645 - $167,875
2,135 Added 26.22%
10,279 $802,000
Q3 2023

Oct 23, 2023
BUY
$72.38 - $76.06 $135,205 - $142,080
1,868 Added 29.76%
8,144 $589,000
Q2 2023

Jul 24, 2023
SELL
$71.44 - $74.33 $3.6 Million - $3.74 Million
-50,352 Reduced 88.92%
6,276 $466,000
Q1 2023

May 12, 2023
BUY
$69.12 - $73.78 $331,914 - $354,291
4,802 Added 9.27%
56,628 $4.12 Million
Q4 2022

Feb 10, 2023
BUY
$65.75 - $75.5 $1.95 Million - $2.24 Million
29,670 Added 133.91%
51,826 $3.74 Million
Q3 2022

Nov 09, 2022
BUY
$66.1 - $76.63 $1.17 Million - $1.36 Million
17,748 Added 402.63%
22,156 $1.47 Million
Q1 2022

May 13, 2022
BUY
$71.88 - $80.4 $8,266 - $9,246
115 Added 2.68%
4,408 $342,000
Q4 2021

Feb 15, 2022
SELL
$73.28 - $81.04 $9,599 - $10,616
-131 Reduced 2.96%
4,293 $347,000
Q3 2021

Nov 09, 2021
BUY
$73.5 - $78.28 $2,646 - $2,818
36 Added 0.82%
4,424 $325,000
Q2 2021

Aug 13, 2021
BUY
$69.72 - $73.7 $1,952 - $2,063
28 Added 0.64%
4,388 $323,000
Q1 2021

May 11, 2021
SELL
$65.18 - $69.88 $279,817 - $299,994
-4,293 Closed
0 $0
Q3 2020

Nov 10, 2020
BUY
$60.74 - $66.36 $260,756 - $284,883
4,293 New
4,293 $274,000

Others Institutions Holding USMV

# of Institutions
1,457
Shares Held
204M
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
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