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

Shore Point Advisors, LLC

  • $179 Million
  • Q4 2024

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 67,731 shares of USMV stock, worth $6.16 Million. This represents 3.36% of its overall portfolio holdings.

Number of Shares
67,731
Previous 68,407 0.99%
Holding current value
$6.16 Million
Previous $6.25 Million 3.73%
% of portfolio
3.36%
Previous 3.46%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,303
Shares Held
199M
Call Options Held
10.6K
Put Options Held
27K
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 Shore Point Advisors, LLC Portfolio

Follow Shore Point Advisors, 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 Shore Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email