Insight Wealth Strategies, LLC Ishares Msci Usa Min Vol Facto Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 343,489 shares of USMV stock, worth $32.2 Million. This represents 4.12% of its overall portfolio holdings.

Number of Shares

343,489

Previous 339,326 1.23%

Holding current value

$32.2 Million

Previous $31 Million 1.57%

% of portfolio

4.12%

Previous 4.14%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	BUY	$88.59 - $94.57 $368,800 - $393,694	4,163 Added 1.23%	343,489 $30.5 Million
Q3 2024 Oct 07, 2024	BUY	$83.76 - $91.82 $2.63 Million - $2.89 Million	31,433 Added 10.21%	339,326 $31 Million
Q2 2024 Jul 08, 2024	BUY	$79.92 - $84.63 $990,928 - $1.05 Million	12,399 Added 4.2%	307,893 $25.9 Million
Q1 2024 Apr 05, 2024	BUY	$77.86 - $83.58 $119,047 - $127,793	1,529 Added 0.52%	295,494 $24.7 Million
Q4 2023 Jan 12, 2024	SELL	$70.56 - $78.63 $1.77 Million - $1.97 Million	-25,057 Reduced 7.85%	293,965 $22.9 Million
Q3 2023 Oct 13, 2023	SELL	$72.38 - $76.06 $765,925 - $804,866	-10,582 Reduced 3.21%	319,022 $23.1 Million
Q2 2023 Jul 14, 2023	SELL	$71.44 - $74.33 $260,255 - $270,784	-3,643 Reduced 1.09%	329,604 $24.5 Million
Q1 2023 Apr 06, 2023	SELL	$69.12 - $73.78 $644,682 - $688,146	-9,327 Reduced 2.72%	333,247 $24.2 Million
Q4 2022 Jan 06, 2023	SELL	$65.75 - $75.5 $2.11 Million - $2.42 Million	-32,025 Reduced 8.55%	342,574 $0
Q2 2022 Jul 01, 2022	SELL	$66.73 - $79.1 $1.51 Million - $1.78 Million	-22,554 Reduced 5.68%	374,599 $26.3 Million
Q1 2022 Apr 12, 2022	BUY	$71.88 - $80.4 $211,542 - $236,617	2,943 Added 0.75%	397,153 $30.8 Million
Q4 2021 Jan 31, 2022	SELL	$73.28 - $81.04 $1.7 Million - $1.88 Million	-23,215 Reduced 5.56%	394,210 $31.9 Million
Q3 2021 Oct 28, 2021	SELL	$73.5 - $78.28 $258,720 - $275,545	-3,520 Reduced 0.84%	417,425 $30.7 Million
Q2 2021 Aug 12, 2021	SELL	$69.72 - $73.7 $2.3 Million - $2.43 Million	-32,989 Reduced 7.27%	420,945 $31 Million
Q1 2021 May 12, 2021	BUY	$65.18 - $69.88 $11 Million - $11.7 Million	168,130 Added 58.83%	453,934 $31.4 Million
Q4 2020 Feb 05, 2021	SELL	$61.66 - $67.88 $2.13 Million - $2.34 Million	-34,504 Reduced 10.77%	285,804 $19.4 Million
Q3 2020 Oct 29, 2020	BUY	$60.74 - $66.36 $3.18 Million - $3.47 Million	52,285 Added 19.51%	320,308 $20.4 Million
Q2 2020 Jul 31, 2020	BUY	$51.94 - $64.01 $1.91 Million - $2.36 Million	36,861 Added 15.95%	268,023 $16.3 Million
Q1 2020 Apr 21, 2020	BUY	$46.61 - $69.67 $7.61 Million - $11.4 Million	163,345 Added 240.86%	231,162 $12.5 Million
Q4 2019 Feb 21, 2020	SELL	$62.68 - $65.67 $155,070 - $162,467	-2,474 Reduced 3.52%	67,817 $4.45 Million
Q3 2019 Nov 06, 2019	BUY	$61.12 - $64.69 $641,515 - $678,986	10,496 Added 17.55%	70,291 $4.51 Million
Q2 2019 Aug 06, 2019	BUY	$58.77 - $62.47 $808,792 - $859,712	13,762 Added 29.9%	59,795 $3.69 Million
Q1 2019 Apr 24, 2019	BUY	$51.18 - $58.8 $367,677 - $422,419	7,184 Added 18.49%	46,033 $2.71 Million
Q4 2018 Feb 12, 2019	BUY	$49.77 - $57.05 $1.93 Million - $2.22 Million	38,849 New	38,849 $2.04 Million

Others Institutions Holding USMV

# of Institutions

1,363

Shares Held

207M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Insight Wealth Strategies, LLC Ishares Msci Usa Min Vol Facto Transaction History