Sound View Wealth Advisors Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.23 Billion
  • Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 12,148 shares of USMV stock, worth $1.15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,148
Previous 12,144 0.03%
Holding current value
$1.15 Million
Previous $1.11 Million 2.71%
% of portfolio
0.09%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$88.59 - $94.57 $354 - $378
4 Added 0.03%
12,148 $1.08 Million
Q3 2024

Nov 12, 2024
BUY
$83.76 - $91.82 $188,878 - $207,054
2,255 Added 22.8%
12,144 $1.11 Million
Q2 2024

Aug 05, 2024
SELL
$79.92 - $84.63 $118,441 - $125,421
-1,482 Reduced 13.03%
9,889 $830,000
Q1 2024

May 09, 2024
SELL
$77.86 - $83.58 $162,649 - $174,598
-2,089 Reduced 15.52%
11,371 $950,000
Q4 2023

Feb 08, 2024
SELL
$70.56 - $78.63 $43,958 - $48,986
-623 Reduced 4.42%
13,460 $1.05 Million
Q3 2023

Nov 07, 2023
BUY
$72.38 - $76.06 $81,717 - $85,871
1,129 Added 8.72%
14,083 $1.02 Million
Q2 2023

Aug 08, 2023
SELL
$71.44 - $74.33 $96,158 - $100,048
-1,346 Reduced 9.41%
12,954 $962,000
Q1 2023

May 12, 2023
BUY
$69.12 - $73.78 $41,333 - $44,120
598 Added 4.36%
14,300 $1.04 Million
Q4 2022

Feb 08, 2023
SELL
$65.75 - $75.5 $32,414 - $37,221
-493 Reduced 3.47%
13,702 $987,000
Q3 2022

Nov 08, 2022
SELL
$66.1 - $76.63 $40,519 - $46,974
-613 Reduced 4.14%
14,195 $938,000
Q2 2022

Aug 05, 2022
SELL
$66.73 - $79.1 $60,390 - $71,585
-905 Reduced 5.76%
14,808 $1.04 Million
Q1 2022

May 11, 2022
SELL
$71.88 - $80.4 $7,044 - $7,879
-98 Reduced 0.62%
15,713 $1.22 Million
Q4 2021

Jan 20, 2022
BUY
$73.28 - $81.04 $366 - $405
5 Added 0.03%
15,811 $1.28 Million
Q3 2021

Oct 21, 2021
SELL
$73.5 - $78.28 $148,690 - $158,360
-2,023 Reduced 11.35%
15,806 $1.16 Million
Q2 2021

Jul 21, 2021
SELL
$69.72 - $73.7 $533,497 - $563,952
-7,652 Reduced 30.03%
17,829 $1.31 Million
Q1 2021

Apr 28, 2021
SELL
$65.18 - $69.88 $557,549 - $597,753
-8,554 Reduced 25.13%
25,481 $1.76 Million
Q4 2020

Feb 02, 2021
SELL
$61.66 - $67.88 $83,117 - $91,502
-1,348 Reduced 3.81%
34,035 $2.31 Million
Q3 2020

Nov 09, 2020
SELL
$60.74 - $66.36 $8,807 - $9,622
-145 Reduced 0.41%
35,383 $2.26 Million
Q2 2020

Aug 07, 2020
SELL
$51.94 - $64.01 $526,567 - $648,933
-10,138 Reduced 22.2%
35,528 $2.15 Million
Q1 2020

May 12, 2020
BUY
$46.61 - $69.67 $180,753 - $270,180
3,878 Added 9.28%
45,666 $2.47 Million
Q4 2019

Jan 27, 2020
BUY
$62.68 - $65.67 $688,289 - $721,122
10,981 Added 35.64%
41,788 $2.74 Million
Q3 2019

Nov 07, 2019
BUY
$61.12 - $64.69 $849,506 - $899,126
13,899 Added 82.2%
30,807 $1.98 Million
Q2 2019

Aug 07, 2019
BUY
$58.77 - $62.47 $993,683 - $1.06 Million
16,908 New
16,908 $1.04 Million

Others Institutions Holding USMV

# of Institutions
1,387
Shares Held
200M
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
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