Vision Point Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Vision Point Advisory Group, LLC

  • $473 Million
  • Q3 2025

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,256 shares of USMV stock, worth $406,150. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,256
Previous 4,047 5.16%
Holding current value
$406,150
Previous $379,000 6.6%
% of portfolio
0.09%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$92.18 - $95.14 $19,265 - $19,884
209 Added 5.16%
4,256 $404,000
Q2 2025

Jul 09, 2025
BUY
$85.42 - $94.39 $345,694 - $381,996
4,047 New
4,047 $379,000
Q4 2024

Feb 03, 2025
BUY
$88.59 - $94.57 $118,444 - $126,440
1,337 New
1,337 $118,000
Q1 2024

May 10, 2024
SELL
$77.86 - $83.58 $17,518 - $18,805
-225 Reduced 24.75%
684 $57,000
Q4 2023

Feb 07, 2024
BUY
$70.56 - $78.63 $54,966 - $61,252
779 Added 599.23%
909 $70,000
Q3 2023

Dec 06, 2023
BUY
$72.38 - $76.06 $9,409 - $9,887
130 New
130 $9,000
Q3 2021

Nov 08, 2021
SELL
$73.5 - $78.28 $1.04 Million - $1.11 Million
-14,142 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$69.72 - $73.7 $128,982 - $136,345
1,850 Added 15.05%
14,142 $1.04 Million
Q1 2021

May 14, 2021
SELL
$65.18 - $69.88 $227,543 - $243,951
-3,491 Reduced 22.12%
12,292 $850,000
Q4 2020

Feb 08, 2021
SELL
$61.66 - $67.88 $926,503 - $1.02 Million
-15,026 Reduced 48.77%
15,783 $1.07 Million
Q3 2020

Nov 12, 2020
SELL
$60.74 - $66.36 $3,765 - $4,114
-62 Reduced 0.2%
30,809 $1.96 Million
Q2 2020

Aug 14, 2020
SELL
$51.94 - $64.01 $601,880 - $741,747
-11,588 Reduced 27.29%
30,871 $1.94 Million
Q1 2020

May 15, 2020
SELL
$46.61 - $69.67 $41,902 - $62,633
-899 Reduced 2.07%
42,459 $2.29 Million
Q4 2019

Jan 30, 2020
SELL
$62.68 - $65.67 $84.6 Million - $88.7 Million
-1,350,491 Reduced 96.89%
43,358 $2.84 Million
Q3 2019

Nov 14, 2019
BUY
$61.12 - $64.69 $1.45 Million - $1.54 Million
23,759 Added 1.73%
1,393,849 $89.2 Million
Q2 2019

Aug 14, 2019
BUY
$58.77 - $62.47 $12.3 Million - $13.1 Million
209,834 Added 18.09%
1,370,090 $84.6 Million
Q1 2019

May 10, 2019
BUY
$51.18 - $58.8 $3.95 Million - $4.54 Million
77,214 Added 7.13%
1,160,256 $68.2 Million
Q4 2018

Feb 14, 2019
BUY
$49.77 - $57.05 $53.9 Million - $61.8 Million
1,083,042 New
1,083,042 $56.8 Million

Others Institutions Holding USMV

# of Institutions
1,462
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
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 Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, 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 Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email