Pinnacle Family Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,467 shares of USMV stock, worth $514,991. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,467
Previous 8,196 33.3%
Holding current value
$514,991
Previous $769,000 32.38%
% of portfolio
0.26%
Previous 0.42%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$92.18 - $95.14 $251,559 - $259,637
-2,729 Reduced 33.3%
5,467 $520,000
Q2 2025

Aug 14, 2025
SELL
$85.42 - $94.39 $176,050 - $194,537
-2,061 Reduced 20.09%
8,196 $769,000
Q1 2025

May 15, 2025
SELL
$87.68 - $94.52 $27,180 - $29,301
-310 Reduced 2.93%
10,257 $960,000
Q4 2024

Feb 14, 2025
BUY
$88.59 - $94.57 $440,292 - $470,012
4,970 Added 88.8%
10,567 $938,000
Q3 2024

Nov 14, 2024
SELL
$83.76 - $91.82 $444,263 - $487,013
-5,304 Reduced 48.66%
5,597 $511,000
Q2 2024

Aug 14, 2024
BUY
$79.92 - $84.63 $398,081 - $421,542
4,981 Added 84.14%
10,901 $915,000
Q1 2024

May 15, 2024
SELL
$77.86 - $83.58 $119,203 - $127,960
-1,531 Reduced 20.55%
5,920 $494,000
Q4 2023

Feb 14, 2024
SELL
$70.56 - $78.63 $143,377 - $159,776
-2,032 Reduced 21.43%
7,451 $581,000
Q3 2023

Nov 14, 2023
SELL
$72.38 - $76.06 $38,940 - $40,920
-538 Reduced 5.37%
9,483 $686,000
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $3,143 - $3,270
44 Added 0.44%
10,021 $744,000
Q1 2023

May 15, 2023
BUY
$69.12 - $73.78 $47,001 - $50,170
680 Added 7.31%
9,977 $725,000
Q4 2022

Feb 10, 2023
BUY
$65.75 - $75.5 $16,240 - $18,648
247 Added 2.73%
9,297 $670,000
Q3 2022

Nov 14, 2022
BUY
$66.1 - $76.63 $41,378 - $47,970
626 Added 7.43%
9,050 $598,000
Q2 2022

Aug 15, 2022
BUY
$66.73 - $79.1 $5,138 - $6,090
77 Added 0.92%
8,424 $591,000
Q1 2022

May 16, 2022
SELL
$71.88 - $80.4 $25,948 - $29,024
-361 Reduced 4.15%
8,347 $647,000
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $84,491 - $93,439
1,153 Added 15.26%
8,708 $705,000
Q3 2021

Nov 12, 2021
BUY
$73.5 - $78.28 $661 - $704
9 Added 0.12%
7,555 $555,000
Q2 2021

Aug 16, 2021
SELL
$69.72 - $73.7 $32,350 - $34,196
-464 Reduced 5.79%
7,546 $555,000
Q1 2021

May 14, 2021
SELL
$65.18 - $69.88 $85,059 - $91,193
-1,305 Reduced 14.01%
8,010 $554,000
Q4 2020

Feb 16, 2021
BUY
$61.66 - $67.88 $112,344 - $123,677
1,822 Added 24.32%
9,315 $632,000
Q3 2020

Nov 16, 2020
BUY
$60.74 - $66.36 $789 - $862
13 Added 0.17%
7,493 $478,000
Q2 2020

Aug 12, 2020
SELL
$51.94 - $64.01 $194,307 - $239,461
-3,741 Reduced 33.34%
7,480 $453,000
Q1 2020

May 13, 2020
BUY
$46.61 - $69.67 $205,456 - $307,105
4,408 Added 64.7%
11,221 $616,000
Q4 2019

Feb 14, 2020
BUY
$62.68 - $65.67 $1,002 - $1,050
16 Added 0.24%
6,813 $447,000
Q3 2019

Nov 14, 2019
BUY
$61.12 - $64.69 $6,784 - $7,180
111 Added 1.66%
6,797 $436,000
Q2 2019

Aug 14, 2019
BUY
$58.77 - $62.47 $822 - $874
14 Added 0.21%
6,686 $413,000
Q1 2019

May 15, 2019
BUY
$51.18 - $58.8 $614 - $705
12 Added 0.18%
6,672 $392,000
Q4 2018

Feb 14, 2019
SELL
$49.77 - $57.05 $16,623 - $19,054
-334 Reduced 4.78%
6,660 $349,000
Q3 2018

Nov 14, 2018
BUY
$53.24 - $57.58 $692 - $748
13 Added 0.19%
6,994 $399,000
Q1 2018

May 15, 2018
SELL
$50.24 - $55.31 $59,534 - $65,542
-1,185 Reduced 14.51%
6,981 $363,000
Q4 2017

Feb 13, 2018
SELL
$50.5 - $53.37 $15,857 - $16,758
-314 Reduced 3.7%
8,166 $431,000
Q3 2017

Nov 13, 2017
BUY
$50.1 - $50.34 $1,252 - $1,258
25 Added 0.3%
8,480 $427,000
Q1 2017

Sep 08, 2017
SELL
N/A
-100 Reduced 1.17%
8,455 $403,000
Q4 2016

Aug 30, 2017
BUY
N/A
8,555
8,555 $386,000

Others Institutions Holding USMV

# of Institutions
1,494
Shares Held
197M
Call Options Held
32.7K
Put Options Held
95.2K
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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