A detailed history of Southern Wealth Management, LLP transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Southern Wealth Management, LLP holds 65,937 shares of USMV stock, worth $5.94 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
65,937
Previous 70,175 6.04%
Holding current value
$5.94 Million
Previous $5.06 Million 5.2%
% of portfolio
1.86%
Previous 2.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

SELL
$69.12 - $73.78 $292,930 - $312,679
-4,238 Reduced 6.04%
65,937 $4.8 Million
Q4 2022

Feb 13, 2023

SELL
$65.75 - $75.5 $94,548 - $108,569
-1,438 Reduced 2.01%
70,175 $5.06 Million
Q3 2022

Nov 14, 2022

SELL
$66.1 - $76.63 $412,001 - $477,634
-6,233 Reduced 8.01%
71,613 $5.1 Million
Q2 2022

Aug 11, 2022

SELL
$66.73 - $79.1 $1.26 Million - $1.49 Million
-18,886 Reduced 19.52%
77,846 $5.47 Million
Q1 2022

May 16, 2022

BUY
$71.88 - $80.4 $165,899 - $185,563
2,308 Added 2.44%
96,732 $7.5 Million
Q4 2021

Feb 10, 2022

SELL
$73.28 - $81.04 $6.11 Million - $6.76 Million
-83,405 Reduced 46.9%
94,424 $7.64 Million
Q3 2021

Nov 15, 2021

BUY
$73.5 - $78.28 $190,365 - $202,745
2,590 Added 1.48%
177,829 $13.1 Million
Q2 2021

Aug 13, 2021

BUY
$69.72 - $73.7 $345,532 - $365,257
4,956 Added 2.91%
175,239 $13.4 Million
Q1 2021

May 17, 2021

BUY
$65.18 - $69.88 $169,859 - $182,107
2,606 Added 1.55%
170,283 $11.8 Million
Q4 2020

Feb 16, 2021

SELL
$61.66 - $67.88 $14.5 Million - $16 Million
-235,139 Reduced 58.37%
167,677 $11.4 Million
Q3 2020

Nov 25, 2020

BUY
$60.74 - $66.36 $14.2 Million - $15.5 Million
233,726 Added 138.23%
402,816 $25.7 Million
Q2 2020

Aug 14, 2020

SELL
$51.94 - $64.01 $5.4 Million - $6.66 Million
-104,031 Reduced 38.09%
169,090 $10.3 Million
Q1 2020

May 14, 2020

BUY
$46.61 - $69.67 $3.88 Million - $5.81 Million
83,341 Added 43.91%
273,121 $14.8 Million
Q4 2019

May 14, 2020

BUY
$62.68 - $65.67 $11.9 Million - $12.5 Million
189,780 New
189,780 $12.5 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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