A detailed history of Syntegra Private Wealth Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Syntegra Private Wealth Group, LLC holds 208,087 shares of USMV stock, worth $18.6 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
208,087
Previous 203,921 2.04%
Holding current value
$18.6 Million
Previous $17.1 Billion 10.98%
% of portfolio
2.19%
Previous 2.18%

Shares

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

Oct 22, 2024

BUY
$83.76 - $91.82 $348,944 - $382,522
4,166 Added 2.04%
208,087 $19 Billion
Q2 2024

Jul 26, 2024

BUY
$79.92 - $84.63 $116,123 - $122,967
1,453 Added 0.72%
203,921 $17.1 Billion
Q1 2024

May 10, 2024

SELL
$77.86 - $83.58 $59,095 - $63,437
-759 Reduced 0.37%
202,468 $16.9 Billion
Q4 2023

Jan 18, 2024

SELL
$70.56 - $78.63 $242,303 - $270,015
-3,434 Reduced 1.66%
203,227 $15.9 Billion
Q3 2023

Oct 18, 2023

BUY
$72.38 - $76.06 $842,358 - $885,186
11,638 Added 5.97%
206,661 $15 Billion
Q2 2023

Jul 28, 2023

BUY
$71.44 - $74.33 $1.24 Million - $1.29 Million
17,307 Added 9.74%
195,023 $14.5 Billion
Q1 2023

May 15, 2023

BUY
$69.12 - $73.78 $1.45 Million - $1.55 Million
20,994 Added 13.4%
177,716 $12.9 Billion
Q4 2022

Feb 13, 2023

BUY
$65.75 - $75.5 $10.3 Million - $11.8 Million
156,722 New
156,722 $11.3 Billion

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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