Lodestone Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,506 shares of USMV stock, worth $227,895. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,506

Previous 3,479 27.97%

Holding current value

$227,895

Previous $292 Million 21.66%

% of portfolio

0.11%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$83.76 - $91.82 $81,498 - $89,340	-973 Reduced 27.97%	2,506 $229 Million
Q2 2024 Jul 16, 2024	SELL	$79.92 - $84.63 $61,298 - $64,911	-767 Reduced 18.06%	3,479 $292 Million
Q1 2024 Apr 30, 2024	BUY	$77.86 - $83.58 $622 - $668	8 Added 0.19%	4,246 $355 Million
Q4 2023 Jan 24, 2024	SELL	$70.56 - $78.63 $30,481 - $33,968	-432 Reduced 9.25%	4,238 $331 Million
Q3 2023 Oct 20, 2023	SELL	$72.38 - $76.06 $367,835 - $386,536	-5,082 Reduced 52.11%	4,670 $338 Million
Q2 2023 Jul 25, 2023	SELL	$71.44 - $74.33 $1.12 Million - $1.16 Million	-15,615 Reduced 61.56%	9,752 $725 Million
Q1 2023 May 15, 2023	BUY	$69.12 - $73.78 $12,372 - $13,206	179 Added 0.71%	25,367 $1.85 Billion
Q4 2022 Feb 09, 2023	BUY	$65.75 - $75.5 $1.66 Million - $1.9 Million	25,188 New	25,188 $1.82 Billion

Others Institutions Holding USMV

# of Institutions

1,303

Shares Held

199M

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

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History