Winthrop Advisory Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Winthrop Advisory Group LLC

  • $912 Million
  • Q4 2024

A detailed history of Winthrop Advisory Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 3,678 shares of USMV stock, worth $344,812. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,678
Holding current value
$344,812
% of portfolio
0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$88.59 - $94.57 $325,834 - $347,828
3,678 New
3,678 $326,000
Q2 2023

Aug 02, 2023
SELL
$71.44 - $74.33 $25,789 - $26,833
-361 Reduced 11.75%
2,711 $201,000
Q1 2023

Apr 17, 2023
SELL
$69.12 - $73.78 $50,388 - $53,785
-729 Reduced 19.18%
3,072 $223,000
Q4 2022

Aug 03, 2023
BUY
$65.75 - $75.5 $71,667 - $82,295
1,090 Added 40.21%
3,801 $274,000
Q4 2022

Jan 18, 2023
SELL
$65.75 - $75.5 $2,893 - $3,322
-44 Reduced 1.14%
3,801 $274,000
Q3 2022

Nov 04, 2022
SELL
$66.1 - $76.63 $13,484 - $15,632
-204 Reduced 5.04%
3,845 $254,000
Q2 2022

Jul 21, 2022
SELL
$66.73 - $79.1 $9,142 - $10,836
-137 Reduced 3.27%
4,049 $284,000
Q1 2022

Apr 13, 2022
BUY
$71.88 - $80.4 $215 - $241
3 Added 0.07%
4,186 $325,000
Q4 2021

Jan 12, 2022
SELL
$73.28 - $81.04 $10,625 - $11,750
-145 Reduced 3.35%
4,183 $338,000
Q3 2021

Oct 14, 2021
SELL
$73.5 - $78.28 $11,245 - $11,976
-153 Reduced 3.41%
4,328 $318,000
Q2 2021

Jul 14, 2021
SELL
$69.72 - $73.7 $50,337 - $53,211
-722 Reduced 13.88%
4,481 $330,000
Q1 2021

Apr 23, 2021
SELL
$65.18 - $69.88 $451,501 - $484,058
-6,927 Reduced 57.11%
5,203 $360,000
Q4 2020

Jan 25, 2021
BUY
$61.66 - $67.88 $19,176 - $21,110
311 Added 2.63%
12,130 $823,000
Q3 2020

Oct 20, 2020
BUY
$60.74 - $66.36 $717,886 - $784,308
11,819 New
11,819 $758,000

Others Institutions Holding USMV

# of Institutions
1,383
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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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