Investment Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Investment Advisory Group, LLC

  • $282 Million
  • Q3 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Investment Advisory Group, LLC holds 69,883 shares of USMV stock, worth $6.27 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
69,883
Previous 70,655 1.09%
Holding current value
$6.27 Million
Previous $5.93 Million 7.57%
% of portfolio
2.26%
Previous 2.33%

Shares

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

Oct 15, 2024
SELL
$83.76 - $91.82 $64,662 - $70,885
-772 Reduced 1.09%
69,883 $6.38 Million
Q2 2024

Jul 31, 2024
BUY
$79.92 - $84.63 $12,947 - $13,710
162 Added 0.23%
70,655 $5.93 Million
Q1 2024

Apr 29, 2024
BUY
$77.86 - $83.58 $20,010 - $21,480
257 Added 0.37%
70,493 $5.89 Million
Q4 2023

Jan 30, 2024
BUY
$70.56 - $78.63 $89,117 - $99,309
1,263 Added 1.83%
70,236 $5.48 Million
Q3 2023

Oct 16, 2023
BUY
$72.38 - $76.06 $38,650 - $40,616
534 Added 0.78%
68,973 $4.99 Million
Q2 2023

Jul 17, 2023
BUY
$71.44 - $74.33 $149,095 - $155,126
2,087 Added 3.15%
68,439 $5.09 Million
Q1 2023

May 02, 2023
BUY
$69.12 - $73.78 $23,500 - $25,085
340 Added 0.52%
66,352 $4.83 Million
Q4 2022

Jan 19, 2023
BUY
$65.75 - $75.5 $82,319 - $94,526
1,252 Added 1.93%
66,012 $0
Q3 2022

Oct 24, 2022
BUY
$66.1 - $76.63 $28,555 - $33,104
432 Added 0.67%
64,760 $4.28 Million
Q2 2022

Jul 18, 2022
SELL
$66.73 - $79.1 $51,048 - $60,511
-765 Reduced 1.18%
64,328 $4.52 Million
Q1 2022

Apr 29, 2022
BUY
$71.88 - $80.4 $90,137 - $100,821
1,254 Added 1.96%
65,093 $5.05 Million
Q4 2021

Feb 11, 2022
BUY
$73.28 - $81.04 $4.68 Million - $5.17 Million
63,839 New
63,839 $4.81 Million

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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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