Shore Haven Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Shore Haven Wealth Partners, LLC

  • $237 Million
  • Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 12,784 shares of USMV stock, worth $1.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,784
Previous 13,461 5.03%
Holding current value
$1.2 Million
Previous $1.26 Million 3.72%
% of portfolio
0.51%
Previous 0.57%

Shares

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

Oct 23, 2025
SELL
$92.18 - $95.14 $62,405 - $64,409
-677 Reduced 5.03%
12,784 $1.22 Million
Q2 2025

Jul 29, 2025
SELL
$85.42 - $94.39 $512 - $566
-6 Reduced 0.04%
13,461 $1.26 Million
Q1 2025

May 06, 2025
BUY
$87.68 - $94.52 $892,407 - $962,024
10,178 Added 309.46%
13,467 $1.26 Million
Q4 2024

Jan 29, 2025
SELL
$88.59 - $94.57 $8,327 - $8,889
-94 Reduced 2.78%
3,289 $292,000
Q3 2024

Oct 24, 2024
SELL
$83.76 - $91.82 $38,529 - $42,237
-460 Reduced 11.97%
3,383 $308,000
Q2 2024

Jul 24, 2024
SELL
$79.92 - $84.63 $586,053 - $620,591
-7,333 Reduced 65.61%
3,843 $322,000
Q1 2024

May 02, 2024
SELL
$77.86 - $83.58 $642,345 - $689,535
-8,250 Reduced 42.47%
11,176 $934,000
Q4 2023

Feb 06, 2024
SELL
$70.56 - $78.63 $1.51 Million - $1.68 Million
-21,424 Reduced 52.45%
19,426 $1.52 Million
Q3 2023

Oct 24, 2023
SELL
$72.38 - $76.06 $551,318 - $579,349
-7,617 Reduced 15.72%
40,850 $2.96 Million
Q2 2023

Jul 19, 2023
BUY
$71.44 - $74.33 $817,273 - $850,335
11,440 Added 30.9%
48,467 $3.6 Million
Q1 2023

Apr 14, 2023
BUY
$69.12 - $73.78 $1.08 Million - $1.15 Million
15,561 Added 72.49%
37,027 $2.69 Million
Q4 2022

Jan 24, 2023
BUY
$65.75 - $75.5 $61,147 - $70,215
930 Added 4.53%
21,466 $0
Q3 2022

Nov 09, 2022
BUY
$66.1 - $76.63 $243,776 - $282,611
3,688 Added 21.89%
20,536 $1.36 Million
Q2 2022

Aug 01, 2022
BUY
$66.73 - $79.1 $373,954 - $443,276
5,604 Added 49.84%
16,848 $1.18 Million
Q1 2022

May 13, 2022
BUY
$71.88 - $80.4 $808,218 - $904,017
11,244 New
11,244 $872,000

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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