Barrett & Company, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Barrett & Company, Inc.

  • $232 Billion
  • Q1 2025

A detailed history of Barrett & Company, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Barrett & Company, Inc. holds 147,708 shares of USMV stock, worth $13.3 Million. This represents 5.95% of its overall portfolio holdings.

Number of Shares
147,708
Previous 149,741 1.36%
Holding current value
$13.3 Million
Previous $13.3 Billion 4.05%
% of portfolio
5.95%
Previous 5.61%

Shares

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

Apr 21, 2025
SELL
$87.68 - $94.52 $178,253 - $192,159
-2,033 Reduced 1.36%
147,708 $13.8 Billion
Q4 2024

Jan 28, 2025
BUY
$88.59 - $94.57 $334,338 - $356,907
3,774 Added 2.59%
149,741 $13.3 Billion
Q3 2024

Oct 24, 2024
BUY
$83.76 - $91.82 $750,824 - $823,074
8,964 Added 6.54%
145,967 $13.3 Billion
Q2 2024

Jul 25, 2024
BUY
$79.92 - $84.63 $529,789 - $561,012
6,629 Added 5.08%
137,003 $11.5 Billion
Q1 2024

Apr 17, 2024
BUY
$77.86 - $83.58 $156,732 - $168,246
2,013 Added 1.57%
130,374 $10.9 Billion
Q4 2023

Jan 24, 2024
BUY
$70.56 - $78.63 $132,652 - $147,824
1,880 Added 1.49%
128,361 $10 Billion
Q3 2023

Oct 23, 2023
BUY
$72.38 - $76.06 $218,877 - $230,005
3,024 Added 2.45%
126,481 $9.15 Billion
Q2 2023

Jul 27, 2023
SELL
$71.44 - $74.33 $191,173 - $198,907
-2,676 Reduced 2.12%
123,457 $9.18 Billion
Q1 2023

May 11, 2023
BUY
$69.12 - $73.78 $8.72 Million - $9.31 Million
126,133 New
126,133 $9.17 Billion
Q4 2022

May 23, 2023
SELL
$65.75 - $75.5 $33,138 - $38,052
-504 Reduced 0.4%
125,629 $9.06 Billion
Q3 2022

Jun 13, 2023
SELL
$66.1 - $76.63 $33,314 - $38,621
-504 Reduced 0.4%
125,629 $9.06 Billion

Others Institutions Holding USMV

# of Institutions
1,397
Shares Held
204M
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
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More about USMV
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