Midwest Financial Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Midwest Financial Group LLC

$174 Billion
Q4 2024

A detailed history of Midwest Financial Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Midwest Financial Group LLC holds 9,052 shares of USMV stock, worth $832,693. This represents 0.46% of its overall portfolio holdings.

Number of Shares

9,052

Previous 9,030 0.24%

Holding current value

$832,693

Previous $825 Million 2.58%

% of portfolio

0.46%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$88.59 - $94.57 $1,948 - $2,080	22 Added 0.24%	9,052 $804 Million
Q3 2024 Oct 17, 2024	BUY	$83.76 - $91.82 $1,172 - $1,285	14 Added 0.16%	9,030 $825 Million
Q2 2024 Jul 16, 2024	BUY	$79.92 - $84.63 $1,998 - $2,115	25 Added 0.28%	9,016 $757 Million
Q1 2024 Apr 11, 2024	SELL	$77.86 - $83.58 $35,270 - $37,861	-453 Reduced 4.8%	8,991 $752 Million
Q4 2023 Jan 25, 2024	SELL	$70.56 - $78.63 $20,603 - $22,959	-292 Reduced 3.0%	9,444 $737 Million
Q3 2023 Oct 17, 2023	SELL	$72.38 - $76.06 $12,666 - $13,310	-175 Reduced 1.77%	9,736 $705 Million
Q2 2023 Jul 27, 2023	SELL	$71.44 - $74.33 $2,929 - $3,047	-41 Reduced 0.41%	9,911 $737 Million
Q1 2023 Apr 20, 2023	BUY	$69.12 - $73.78 $687,882 - $734,258	9,952 New	9,952 $724 Million

Others Institutions Holding USMV

# of Institutions

1,392

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Midwest Financial Group LLC Ishares Msci Usa Min Vol Facto Transaction History