Strategic Investment Advisors Ishares Msci Usa Min Vol Facto Transaction History

Strategic Investment Advisors

$940 Million
Q4 2024

A detailed history of Strategic Investment Advisors transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strategic Investment Advisors holds 19,053 shares of USMV stock, worth $1.77 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

19,053

Previous 17,730 7.46%

Holding current value

$1.77 Million

Previous $1.62 Million 4.51%

% of portfolio

0.18%

Previous 0.18%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$88.59 - $94.57 $117,204 - $125,116	1,323 Added 7.46%	19,053 $1.69 Million
Q3 2024 Oct 21, 2024	BUY	$83.76 - $91.82 $31,326 - $34,340	374 Added 2.15%	17,730 $1.62 Million
Q2 2024 Jul 22, 2024	BUY	$79.92 - $84.63 $101,898 - $107,903	1,275 Added 7.93%	17,356 $1.46 Million
Q1 2024 Apr 22, 2024	BUY	$77.86 - $83.58 $31,922 - $34,267	410 Added 2.62%	16,081 $1.34 Million
Q4 2023 Jan 10, 2024	SELL	$70.56 - $78.63 $37,326 - $41,595	-529 Reduced 3.27%	15,671 $1.22 Million
Q3 2023 Oct 24, 2023	BUY	$72.38 - $76.06 $1.17 Million - $1.23 Million	16,200 New	16,200 $1.17 Million
Q1 2023 Apr 27, 2023	BUY	$69.12 - $73.78 $19,768 - $21,101	286 Added 1.89%	15,392 $1.12 Million
Q4 2022 Jan 19, 2023	BUY	$65.75 - $75.5 $10,717 - $12,306	163 Added 1.09%	15,106 $0
Q3 2022 Oct 27, 2022	SELL	$66.1 - $76.63 $182,105 - $211,115	-2,755 Reduced 15.57%	14,943 $988,000
Q2 2022 Aug 15, 2022	SELL	$66.73 - $79.1 $36,968 - $43,821	-554 Reduced 3.04%	17,698 $1.24 Million
Q1 2022 Apr 28, 2022	SELL	$71.88 - $80.4 $129,599 - $144,961	-1,803 Reduced 8.99%	18,252 $1.42 Million
Q4 2021 Jan 26, 2022	BUY	$73.28 - $81.04 $2,418 - $2,674	33 Added 0.16%	20,055 $1.62 Million
Q3 2021 Oct 19, 2021	SELL	$73.5 - $78.28 $35,500 - $37,809	-483 Reduced 2.36%	20,022 $1.47 Million
Q2 2021 Jul 22, 2021	SELL	$69.72 - $73.7 $1,185 - $1,252	-17 Reduced 0.08%	20,505 $1.51 Million
Q1 2021 Apr 14, 2021	BUY	$65.18 - $69.88 $2,020 - $2,166	31 Added 0.15%	20,522 $1.42 Million
Q4 2020 Jan 13, 2021	SELL	$61.66 - $67.88 $1.51 Million - $1.66 Million	-24,521 Reduced 54.48%	20,491 $1.39 Million
Q3 2020 Oct 14, 2020	BUY	$60.74 - $66.36 $2.39 Million - $2.62 Million	39,419 Added 704.79%	45,012 $2.87 Million
Q2 2020 Aug 04, 2020	SELL	$51.94 - $64.01 $1.47 Million - $1.81 Million	-28,237 Reduced 83.47%	5,593 $339,000
Q1 2020 Apr 13, 2020	SELL	$46.61 - $69.67 $972,843 - $1.45 Million	-20,872 Reduced 38.16%	33,830 $1.83 Million
Q4 2019 Jan 23, 2020	SELL	$62.68 - $65.67 $1.19 Million - $1.24 Million	-18,950 Reduced 25.73%	54,702 $3.59 Million
Q3 2019 Oct 25, 2019	SELL	$61.12 - $64.69 $1.89 Million - $2 Million	-30,841 Reduced 29.51%	73,652 $4.73 Million
Q2 2019 Jul 23, 2019	BUY	$58.77 - $62.47 $1.04 Million - $1.1 Million	17,644 Added 20.32%	104,493 $6.47 Million
Q1 2019 Apr 30, 2019	BUY	$51.18 - $58.8 $495,678 - $569,478	9,685 Added 12.55%	86,849 $5.11 Million
Q4 2018 Feb 08, 2019	BUY	$49.77 - $57.05 $3.84 Million - $4.4 Million	77,164 New	77,164 $4.04 Million

Others Institutions Holding USMV

# of Institutions

1,379

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Investment Advisors , based on Form 13F filings with the SEC.

News

Stay updated on Strategic Investment Advisors with notifications on news.

Account

Strategic Investment Advisors Ishares Msci Usa Min Vol Facto Transaction History