Stonebridge Financial Planning Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Stonebridge Financial Planning Group, LLC

  • $215 Million
  • Q4 2024

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 6,250 shares of USMV stock, worth $585,937. This represents 0.26% of its overall portfolio holdings.

Number of Shares
6,250
Previous 5,790 7.94%
Holding current value
$585,937
Previous $528,000 4.92%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Feb 18, 2025
BUY
$88.59 - $94.57 $40,751 - $43,502
460 Added 7.94%
6,250 $554,000
Q3 2024

Nov 08, 2024
SELL
$83.76 - $91.82 $31,410 - $34,432
-375 Reduced 6.08%
5,790 $528,000
Q2 2024

Aug 07, 2024
SELL
$79.92 - $84.63 $23,976 - $25,389
-300 Reduced 4.64%
6,165 $517,000
Q3 2023

Nov 07, 2023
SELL
$72.38 - $76.06 $12,304 - $12,930
-170 Reduced 2.56%
6,465 $467,000
Q2 2023

Aug 11, 2023
SELL
$71.44 - $74.33 $9,787 - $10,183
-137 Reduced 2.02%
6,635 $493,000
Q2 2022

Aug 01, 2022
SELL
$66.73 - $79.1 $29,694 - $35,199
-445 Reduced 6.17%
6,772 $475,000
Q1 2022

May 10, 2022
SELL
$71.88 - $80.4 $71 - $80
-1 Reduced 0.01%
7,217 $560,000
Q4 2021

Feb 02, 2022
SELL
$73.28 - $81.04 $26,454 - $29,255
-361 Reduced 4.76%
7,218 $542,000
Q3 2021

Nov 08, 2021
SELL
$73.5 - $78.28 $7,203 - $7,671
-98 Reduced 1.28%
7,579 $592,000
Q2 2021

Jul 28, 2021
SELL
$69.72 - $73.7 $31,652 - $33,459
-454 Reduced 5.58%
7,677 $576,000
Q1 2021

May 06, 2021
SELL
$65.18 - $69.88 $20,727 - $22,221
-318 Reduced 3.76%
8,131 $576,000
Q4 2020

Jan 27, 2021
SELL
$61.66 - $67.88 $61,536 - $67,744
-998 Reduced 10.56%
8,449 $574,000
Q3 2020

Oct 26, 2020
SELL
$60.74 - $66.36 $422,507 - $461,600
-6,956 Reduced 42.41%
9,447 $618,000
Q2 2020

Jul 24, 2020
BUY
$51.94 - $64.01 $247,546 - $305,071
4,766 Added 40.96%
16,403 $1 Million
Q1 2020

Apr 15, 2020
BUY
$46.61 - $69.67 $280,545 - $419,343
6,019 Added 107.14%
11,637 $670,000
Q4 2019

Feb 07, 2020
BUY
$62.68 - $65.67 $352,136 - $368,934
5,618 New
5,618 $369,000

Others Institutions Holding USMV

# of Institutions
1,383
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
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, 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 Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email