A detailed history of Clearstead Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Clearstead Advisors, LLC holds 129,772 shares of USMV stock, worth $11.7 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
129,772
Previous 144,467 10.17%
Holding current value
$11.7 Million
Previous $12.1 Million 2.31%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Nov 13, 2024

SELL
$83.76 - $91.82 $1.23 Million - $1.35 Million
-14,695 Reduced 10.17%
129,772 $11.8 Million
Q2 2024

Aug 09, 2024

SELL
$79.92 - $84.63 $119,880 - $126,945
-1,500 Reduced 1.03%
144,467 $12.1 Million
Q1 2024

May 14, 2024

SELL
$77.86 - $83.58 $334,019 - $358,558
-4,290 Reduced 2.86%
145,967 $12.2 Million
Q4 2023

Feb 12, 2024

SELL
$70.56 - $78.63 $181,480 - $202,236
-2,572 Reduced 1.68%
150,257 $11.7 Million
Q3 2023

Nov 07, 2023

SELL
$72.38 - $76.06 $121,236 - $127,400
-1,675 Reduced 1.08%
152,829 $11.1 Million
Q2 2023

Aug 07, 2023

SELL
$71.44 - $74.33 $108,874 - $113,278
-1,524 Reduced 0.98%
154,504 $11.5 Million
Q1 2023

May 09, 2023

BUY
$69.12 - $73.78 $470,845 - $502,589
6,812 Added 4.57%
156,028 $11.3 Million
Q4 2022

Feb 14, 2023

SELL
$65.75 - $75.5 $122,952 - $141,185
-1,870 Reduced 1.24%
149,216 $10.8 Million
Q3 2022

Nov 14, 2022

SELL
$66.1 - $76.63 $398,516 - $462,002
-6,029 Reduced 3.84%
151,086 $9.99 Million
Q2 2022

Aug 12, 2022

SELL
$66.73 - $79.1 $368,816 - $437,185
-5,527 Reduced 3.4%
157,115 $11 Million
Q1 2022

May 04, 2022

BUY
$71.88 - $80.4 $236,844 - $264,918
3,295 Added 2.07%
162,642 $12.6 Million
Q4 2021

Feb 14, 2022

SELL
$73.28 - $81.04 $768,780 - $850,190
-10,491 Reduced 6.18%
159,347 $12.9 Million
Q3 2021

Nov 12, 2021

SELL
$73.5 - $78.28 $1.45 Million - $1.54 Million
-19,729 Reduced 10.41%
169,838 $12.5 Million
Q2 2021

Aug 12, 2021

SELL
$69.72 - $73.7 $438,747 - $463,794
-6,293 Reduced 3.21%
189,567 $14 Million
Q1 2021

May 14, 2021

SELL
$65.18 - $69.88 $1.18 Million - $1.27 Million
-18,104 Reduced 8.46%
195,860 $13.6 Million
Q4 2020

Feb 11, 2021

SELL
$61.66 - $67.88 $477,556 - $525,730
-7,745 Reduced 3.49%
213,964 $14.5 Million
Q3 2020

Nov 12, 2020

SELL
$60.74 - $66.36 $166,731 - $182,158
-2,745 Reduced 1.22%
221,709 $14.1 Million
Q2 2020

Aug 11, 2020

SELL
$51.94 - $64.01 $1.53 Million - $1.89 Million
-29,455 Reduced 11.6%
224,454 $13.6 Million
Q1 2020

May 14, 2020

BUY
$46.61 - $69.67 $5.94 Million - $8.88 Million
127,517 Added 100.89%
253,909 $13.7 Million
Q4 2019

Feb 11, 2020

BUY
$62.68 - $65.67 $1.1 Million - $1.15 Million
17,503 Added 16.07%
126,392 $8.29 Million
Q3 2019

Nov 12, 2019

BUY
$61.12 - $64.69 $601,176 - $636,290
9,836 Added 9.93%
108,889 $6.98 Million
Q4 2018

Feb 11, 2019

BUY
$49.77 - $57.05 $968,524 - $1.11 Million
19,460 Added 24.45%
99,053 $5.19 Million
Q3 2018

Nov 13, 2018

BUY
$53.24 - $57.58 $61,758 - $66,792
1,160 Added 1.48%
79,593 $4.54 Million
Q1 2018

May 14, 2018

BUY
$50.24 - $55.31 $19,241 - $21,183
383 Added 0.49%
78,433 $4.07 Million
Q4 2017

Feb 09, 2018

BUY
$50.5 - $53.37 $214,625 - $226,822
4,250 Added 5.76%
78,050 $4.12 Million
Q3 2017

Nov 09, 2017

BUY
$50.1 - $50.34 $3.7 Million - $3.72 Million
73,800
73,800 $3.72 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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