Shore Point Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Shore Point Advisors, LLC

$214 Million
Q3 2025

A detailed history of Shore Point Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shore Point Advisors, LLC holds 75,289 shares of USMV stock, worth $7.09 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares

75,289

Previous 67,157 12.11%

Holding current value

$7.09 Million

Previous $6.3 Million 13.61%

% of portfolio

3.35%

Previous 3.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$92.18 - $95.14 $749,607 - $773,678	8,132 Added 12.11%	75,289 $7.16 Million
Q2 2025 Jul 09, 2025	BUY	$85.42 - $94.39 $42,539 - $47,006	498 Added 0.75%	67,157 $6.3 Million
Q1 2025 Apr 24, 2025	SELL	$87.68 - $94.52 $93,992 - $101,325	-1,072 Reduced 1.58%	66,659 $6.24 Million
Q4 2024 Jan 16, 2025	SELL	$88.59 - $94.57 $59,886 - $63,929	-676 Reduced 0.99%	67,731 $6.01 Million
Q3 2024 Oct 10, 2024	SELL	$83.76 - $91.82 $43,890 - $48,113	-524 Reduced 0.76%	68,407 $6.25 Million

Q2 2024 Jul 16, 2024	SELL	$79.92 - $84.63 $12,067 - $12,779	-151 Reduced 0.22%	68,931 $5.79 Million
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $233,813 - $250,990	-3,003 Reduced 4.17%	69,082 $5.77 Million
Q4 2023 Feb 07, 2024	SELL	$70.56 - $78.63 $34,856 - $38,843	-494 Reduced 0.68%	72,085 $5.62 Million
Q3 2023 Oct 16, 2023	SELL	$72.38 - $76.06 $83,164 - $87,392	-1,149 Reduced 1.56%	72,579 $5.25 Million
Q2 2023 Jul 14, 2023	BUY	$71.44 - $74.33 $24,932 - $25,941	349 Added 0.48%	73,728 $5.48 Million
Q1 2023 Apr 17, 2023	BUY	$69.12 - $73.78 $9,331 - $9,960	135 Added 0.18%	73,379 $5.34 Million
Q4 2022 Jan 19, 2023	BUY	$65.75 - $75.5 $32,612 - $37,448	496 Added 0.68%	73,244 $0
Q3 2022 Nov 01, 2022	SELL	$66.1 - $76.63 $14,277 - $16,552	-216 Reduced 0.3%	72,748 $4.81 Million
Q2 2022 Jul 21, 2022	BUY	$66.73 - $79.1 $122,382 - $145,069	1,834 Added 2.58%	72,964 $5.12 Million
Q1 2022 Apr 26, 2022	BUY	$71.88 - $80.4 $299,308 - $334,785	4,164 Added 6.22%	71,130 $5.52 Million
Q4 2021 Feb 10, 2022	BUY	$73.28 - $81.04 $4.91 Million - $5.43 Million	66,966 New	66,966 $5.42 Million

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Shore Point Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History