A detailed history of Life Steps Financial, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Life Steps Financial, Inc. holds 6,111 shares of USMV stock, worth $535,812. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,111
Previous 6,119 0.13%
Holding current value
$535,812
Previous $513,000 8.58%
% of portfolio
0.44%
Previous 0.42%

Shares

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

Oct 16, 2024

SELL
$83.76 - $91.82 $670 - $734
-8 Reduced 0.13%
6,111 $557,000
Q4 2023

Jan 18, 2024

BUY
$70.56 - $78.63 $2,469 - $2,752
35 Added 0.58%
6,119 $477,000
Q2 2023

Jul 14, 2023

SELL
$71.44 - $74.33 $16,002 - $16,649
-224 Reduced 3.55%
6,084 $452,000
Q4 2022

Jan 18, 2023

SELL
$65.75 - $75.5 $26,760 - $30,728
-407 Reduced 6.06%
6,308 $0
Q3 2022

Oct 14, 2022

SELL
$66.1 - $76.63 $2,577 - $2,988
-39 Reduced 0.58%
6,715 $444,000
Q1 2022

Apr 12, 2022

SELL
$71.88 - $80.4 $3,665 - $4,100
-51 Reduced 0.75%
6,754 $524,000
Q4 2020

Jan 25, 2021

BUY
$61.66 - $67.88 $1,356 - $1,493
22 Added 0.32%
6,805 $462,000
Q2 2020

Aug 05, 2020

SELL
$51.94 - $64.01 $21,347 - $26,308
-411 Reduced 5.71%
6,783 $411,000
Q1 2020

May 21, 2020

SELL
$46.61 - $69.67 $13,563 - $20,273
-291 Reduced 3.89%
7,194 $389,000
Q4 2019

Jan 30, 2020

BUY
$62.68 - $65.67 $469,159 - $491,539
7,485 New
7,485 $491,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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