Sweeney & Michel, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sweeney & Michel, LLC

$229 Billion
Q1 2025

A detailed history of Sweeney & Michel, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sweeney & Michel, LLC holds 18,082 shares of USMV stock, worth $1.67 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

18,082

Previous 17,265 4.73%

Holding current value

$1.67 Million

Previous $1.6 Billion 3.67%

% of portfolio

0.68%

Previous 0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$87.68 - $94.52 $71,634 - $77,222	817 Added 4.73%	18,082 $1.54 Billion
Q3 2024 Oct 21, 2024	BUY	$83.76 - $91.82 $62,401 - $68,405	745 Added 4.51%	17,265 $1.6 Billion
Q2 2024 Jul 10, 2024	SELL	$79.92 - $84.63 $14,305 - $15,148	-179 Reduced 1.07%	16,520 $1.39 Billion
Q1 2024 May 15, 2024	SELL	$77.86 - $83.58 $164,518 - $176,604	-2,113 Reduced 11.23%	16,699 $1.39 Billion
Q3 2023 Nov 09, 2023	BUY	$72.38 - $76.06 $187,681 - $197,223	2,593 Added 15.99%	18,812 $1.39 Billion
Q2 2023 Aug 09, 2023	BUY	$71.44 - $74.33 $31,647 - $32,928	443 Added 2.81%	16,219 $1.21 Billion
Q1 2023 Jun 07, 2023	BUY	$69.12 - $73.78 $1.09 Million - $1.16 Million	15,776 New	15,776 $1.14 Billion

Others Institutions Holding USMV

# of Institutions

1,407

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
Sector ETFs
Industry ETFs

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Sweeney & Michel, LLC Ishares Msci Usa Min Vol Facto Transaction History