Sea Crest Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sea Crest Wealth Management, LLC

  • $852 Million
  • Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 4,320 shares of USMV stock, worth $388,972. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,320
Previous 4,372 1.19%
Holding current value
$388,972
Previous $388,000 3.09%
% of portfolio
0.05%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$87.68 - $94.52 $4,559 - $4,915
-52 Reduced 1.19%
4,320 $400,000
Q4 2024

Jan 14, 2025
BUY
$88.59 - $94.57 $1,771 - $1,891
20 Added 0.46%
4,372 $388,000
Q3 2024

Oct 16, 2024
SELL
$83.76 - $91.82 $7,789 - $8,539
-93 Reduced 2.09%
4,352 $397,000
Q2 2024

Jul 19, 2024
BUY
$79.92 - $84.63 $101,178 - $107,141
1,266 Added 39.82%
4,445 $373,000
Q1 2024

Apr 18, 2024
BUY
$77.86 - $83.58 $247,516 - $265,700
3,179 New
3,179 $265,000
Q4 2022

Feb 14, 2023
BUY
$65.75 - $75.5 $190,872 - $219,176
2,903 New
2,903 $209,000
Q2 2022

Aug 09, 2022
SELL
$66.73 - $79.1 $37,368 - $44,296
-560 Reduced 16.17%
2,903 $204,000
Q1 2022

May 16, 2022
SELL
$71.88 - $80.4 $36,658 - $41,004
-510 Reduced 12.84%
3,463 $269,000
Q4 2021

Feb 11, 2022
SELL
$73.28 - $81.04 $215,516 - $238,338
-2,941 Reduced 42.54%
3,973 $321,000
Q2 2021

Aug 12, 2021
SELL
$69.72 - $73.7 $17,848 - $18,867
-256 Reduced 3.57%
6,914 $509,000
Q1 2021

May 17, 2021
SELL
$65.18 - $69.88 $48,037 - $51,501
-737 Reduced 9.32%
7,170 $496,000
Q1 2020

May 13, 2020
BUY
$46.61 - $69.67 $225,825 - $337,551
4,845 Added 158.23%
7,907 $427,000
Q4 2019

Jan 22, 2020
BUY
$62.68 - $65.67 $191,926 - $201,081
3,062 New
3,062 $201,000
Q2 2019

Jul 19, 2019
SELL
$58.77 - $62.47 $94,267 - $100,201
-1,604 Closed
0 $0
Q1 2019

May 10, 2019
BUY
$51.18 - $58.8 $36,235 - $41,630
708 Added 79.02%
1,604 $94,000
Q4 2018

Feb 13, 2019
BUY
$49.77 - $57.05 $35,038 - $40,163
704 Added 366.67%
896 $47,000
Q4 2017

Feb 02, 2018
BUY
$50.5 - $53.37 $9,696 - $10,247
192
192 $10,000

Others Institutions Holding USMV

# of Institutions
1,396
Shares Held
203M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email