Lowe Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q1 2025

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 218,979 shares of USMV stock, worth $19.7 Million. This represents 8.76% of its overall portfolio holdings.

Number of Shares

218,979

Previous 226,763 3.43%

Holding current value

$19.7 Million

Previous $20.1 Million 0.86%

% of portfolio

8.76%

Previous 8.68%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$87.68 - $94.52 $682,501 - $735,743	-7,784 Reduced 3.43%	218,979 $20.3 Million
Q4 2024 Jan 10, 2025	SELL	$88.59 - $94.57 $456,947 - $487,792	-5,158 Reduced 2.22%	226,763 $20.1 Million
Q3 2024 Oct 02, 2024	BUY	$83.76 - $91.82 $16,584 - $18,180	198 Added 0.09%	231,921 $21.2 Million
Q2 2024 Jul 09, 2024	SELL	$79.92 - $84.63 $365,154 - $386,674	-4,569 Reduced 1.93%	231,723 $19.5 Million
Q1 2024 Apr 08, 2024	SELL	$77.86 - $83.58 $74,434 - $79,902	-956 Reduced 0.4%	236,292 $19.7 Million
Q4 2023 Jan 04, 2024	SELL	$70.56 - $78.63 $881,435 - $982,245	-12,492 Reduced 5.0%	237,248 $18.5 Million
Q3 2023 Oct 20, 2023	SELL	$72.38 - $76.06 $256,225 - $269,252	-3,540 Reduced 1.4%	249,740 $18.1 Million
Q2 2023 Jul 06, 2023	SELL	$71.44 - $74.33 $98,801 - $102,798	-1,383 Reduced 0.54%	253,280 $18.8 Million
Q1 2023 Apr 05, 2023	SELL	$69.12 - $73.78 $1.1 Million - $1.17 Million	-15,923 Reduced 5.88%	254,663 $18.5 Million
Q4 2022 Jan 17, 2023	SELL	$65.75 - $75.5 $171,081 - $196,451	-2,602 Reduced 0.95%	270,586 $0
Q3 2022 Oct 06, 2022	SELL	$66.1 - $76.63 $106,949 - $123,987	-1,618 Reduced 0.59%	273,188 $18.1 Million
Q2 2022 Jul 07, 2022	SELL	$66.73 - $79.1 $153,745 - $182,246	-2,304 Reduced 0.83%	274,806 $19.3 Million
Q1 2022 Apr 08, 2022	SELL	$71.88 - $80.4 $934,799 - $1.05 Million	-13,005 Reduced 4.48%	277,110 $21.5 Million
Q4 2021 Jan 18, 2022	SELL	$73.28 - $81.04 $86,250 - $95,384	-1,177 Reduced 0.4%	290,115 $23.5 Million
Q3 2021 Oct 05, 2021	SELL	$73.5 - $78.28 $181,545 - $193,351	-2,470 Reduced 0.84%	291,292 $21.4 Million
Q2 2021 Jul 01, 2021	SELL	$69.72 - $73.7 $478,976 - $506,319	-6,870 Reduced 2.29%	293,762 $21.6 Million
Q1 2021 Apr 06, 2021	SELL	$65.18 - $69.88 $2.02 Million - $2.17 Million	-31,017 Reduced 9.35%	300,632 $20.8 Million
Q4 2020 Jan 07, 2021	SELL	$61.66 - $67.88 $703,725 - $774,714	-11,413 Reduced 3.33%	331,649 $22.5 Million
Q3 2020 Oct 16, 2020	SELL	$60.74 - $66.36 $670,508 - $732,548	-11,039 Reduced 3.12%	343,062 $21.9 Million
Q2 2020 Jul 08, 2020	SELL	$51.94 - $64.01 $286,760 - $353,399	-5,521 Reduced 1.54%	354,101 $21.5 Million
Q1 2020 Apr 10, 2020	SELL	$46.61 - $69.67 $681,624 - $1.02 Million	-14,624 Reduced 3.91%	359,622 $19.4 Million
Q4 2019 Jan 15, 2020	SELL	$62.68 - $65.67 $57,164 - $59,891	-912 Reduced 0.24%	374,246 $24.6 Million
Q3 2019 Oct 08, 2019	BUY	$61.12 - $64.69 $17,908 - $18,954	293 Added 0.08%	375,158 $24 Million
Q2 2019 Jul 10, 2019	BUY	$58.77 - $62.47 $61,179 - $65,031	1,041 Added 0.28%	374,865 $23.1 Million
Q1 2019 Apr 08, 2019	SELL	$51.18 - $58.8 $21,444 - $24,637	-419 Reduced 0.11%	373,824 $22 Million
Q4 2018 Jan 10, 2019	SELL	$49.77 - $57.05 $178,773 - $204,923	-3,592 Reduced 0.95%	374,243 $19.6 Million
Q3 2018 Oct 30, 2018	BUY	$53.24 - $57.58 $284,248 - $307,419	5,339 Added 1.43%	377,835 $21.6 Million
Q2 2018 Jul 12, 2018	SELL	$51.06 - $53.87 $32,984 - $34,800	-646 Reduced 0.17%	372,496 $19.8 Million
Q1 2018 Apr 06, 2018	SELL	$50.24 - $55.31 $2.08 Million - $2.29 Million	-41,461 Reduced 10.0%	373,142 $19.4 Million
Q4 2017 Jan 18, 2018	SELL	$50.5 - $53.37 $158,671 - $167,688	-3,142 Reduced 0.75%	414,603 $21.9 Million
Q3 2017 Oct 05, 2017	BUY	$50.1 - $50.34 $20.9 Million - $21 Million	417,745	417,745 $21 Million

Others Institutions Holding USMV

# of Institutions

1,395

Shares Held

203M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Lowe Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History