Sweet Financial Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 25,306 shares of USMV stock, worth $2.28 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

25,306

Previous 25,416 0.43%

Holding current value

$2.28 Million

Previous $2.13 Million 8.3%

% of portfolio

0.52%

Previous 0.5%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$83.76 - $91.82 $9,213 - $10,100	-110 Reduced 0.43%	25,306 $2.31 Million
Q2 2024 Jul 18, 2024	SELL	$79.92 - $84.63 $12,147 - $12,863	-152 Reduced 0.59%	25,416 $2.13 Million
Q4 2023 Jan 12, 2024	SELL	$70.56 - $78.63 $776 - $864	-11 Reduced 0.04%	25,568 $2 Million
Q3 2023 Oct 23, 2023	SELL	$72.38 - $76.06 $924,799 - $971,818	-12,777 Reduced 33.31%	25,579 $1.85 Million
Q2 2023 Jul 24, 2023	SELL	$71.44 - $74.33 $39,720 - $41,327	-556 Reduced 1.43%	38,356 $2.85 Million
Q1 2023 Apr 14, 2023	BUY	$69.12 - $73.78 $3,110 - $3,320	45 Added 0.12%	38,912 $2.83 Million
Q4 2022 Jan 19, 2023	SELL	$65.75 - $75.5 $323,424 - $371,384	-4,919 Reduced 11.23%	38,867 $0
Q3 2022 Nov 10, 2022	SELL	$66.1 - $76.63 $66,496 - $77,089	-1,006 Reduced 2.25%	43,786 $2.89 Million
Q2 2022 Aug 03, 2022	BUY	$66.73 - $79.1 $904,858 - $1.07 Million	13,560 Added 43.42%	44,792 $3.15 Million
Q1 2022 Apr 22, 2022	SELL	$71.88 - $80.4 $4,528 - $5,065	-63 Reduced 0.2%	31,232 $2.42 Million
Q4 2021 Feb 07, 2022	BUY	$73.28 - $81.04 $2.29 Million - $2.54 Million	31,295 New	31,295 $2.53 Million

Others Institutions Holding USMV

# of Institutions

1,252

Shares Held

204M

Call Options Held

16.1K

Put Options Held

3.9K

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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Account

Sweet Financial Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History