A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 306 shares of USMV stock, worth $27,772. This represents 0.01% of its overall portfolio holdings.

Number of Shares
306
Previous 0 Infinity%
Holding current value
$27,772
Previous $20,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$65.75 - $75.5 $20,119 - $23,103
306 New
306 $22,000
Q3 2022

Nov 02, 2022

SELL
$66.1 - $76.63 $34,504 - $40,000
-522 Closed
0 $20,000
Q2 2022

Jul 26, 2022

BUY
$66.73 - $79.1 $10,209 - $12,102
153 Added 41.46%
522 $37,000
Q1 2022

May 16, 2022

BUY
$71.88 - $80.4 $26,523 - $29,667
369 New
369 $29,000
Q4 2021

Feb 22, 2022

SELL
$73.28 - $81.04 $55,179 - $61,023
-753 Closed
0 $0
Q3 2021

Nov 08, 2021

BUY
$73.5 - $78.28 $40,131 - $42,740
546 Added 263.77%
753 $55,000
Q2 2021

Aug 13, 2021

BUY
$69.72 - $73.7 $14,432 - $15,255
207 New
207 $15,000
Q2 2020

Aug 13, 2020

SELL
$51.94 - $64.01 $13,192 - $16,258
-254 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$62.68 - $65.67 $15,920 - $16,680
254 New
254 $17,000
Q1 2019

May 14, 2019

SELL
$51.18 - $58.8 $8,802 - $10,113
-172 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$49.77 - $57.05 $8,560 - $9,812
172 New
172 $9,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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