Symphony Financial, Ltd. Co. Ishares Msci Usa Min Vol Facto Transaction History

Symphony Financial, Ltd. Co.

  • $816 Million
  • Q3 2025

A detailed history of Symphony Financial, Ltd. Co. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 3,550 shares of USMV stock, worth $334,410. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,550
Previous 3,629 2.18%
Holding current value
$334,410
Previous $340,000 0.88%
% of portfolio
0.04%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$92.18 - $95.14 $7,282 - $7,516
-79 Reduced 2.18%
3,550 $337,000
Q2 2025

Aug 11, 2025
BUY
$85.42 - $94.39 $309,989 - $342,541
3,629 New
3,629 $340,000
Q4 2024

Jan 24, 2025
SELL
$88.59 - $94.57 $39,245 - $41,894
-443 Reduced 11.09%
3,550 $315,000
Q1 2024

Apr 17, 2024
SELL
$77.86 - $83.58 $74,589 - $80,069
-958 Reduced 19.35%
3,993 $333,000
Q4 2023

Jan 18, 2024
SELL
$70.56 - $78.63 $28,153 - $31,373
-399 Reduced 7.46%
4,951 $386,000
Q3 2023

Nov 07, 2023
SELL
$72.38 - $76.06 $15,778 - $16,581
-218 Reduced 3.92%
5,350 $387,000
Q2 2023

Jul 12, 2023
BUY
$71.44 - $74.33 $397,777 - $413,869
5,568 New
5,568 $413,000
Q2 2022

Jul 18, 2022
SELL
$66.73 - $79.1 $1.33 Million - $1.58 Million
-19,998 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$71.88 - $80.4 $164,605 - $184,116
2,290 Added 12.93%
19,998 $1.57 Million
Q4 2021

Jan 19, 2022
SELL
$73.28 - $81.04 $55,106 - $60,942
-752 Reduced 4.07%
17,708 $1.42 Million
Q3 2021

Oct 12, 2021
BUY
$73.5 - $78.28 $145,383 - $154,837
1,978 Added 12.0%
18,460 $1.37 Million
Q2 2021

Jul 13, 2021
SELL
$69.72 - $73.7 $702,080 - $742,159
-10,070 Reduced 37.93%
16,482 $1.21 Million
Q1 2021

Apr 15, 2021
SELL
$65.18 - $69.88 $158,387 - $169,808
-2,430 Reduced 8.38%
26,552 $1.87 Million
Q4 2020

Jan 13, 2021
SELL
$61.66 - $67.88 $651,499 - $717,220
-10,566 Reduced 26.72%
28,982 $1.94 Million
Q3 2020

Oct 09, 2020
SELL
$60.74 - $66.36 $2.66 Million - $2.9 Million
-43,719 Reduced 52.5%
39,548 $2.52 Million
Q2 2020

Jul 08, 2020
BUY
$51.94 - $64.01 $250,298 - $308,464
4,819 Added 6.14%
83,267 $5.05 Million
Q1 2020

May 07, 2020
BUY
$46.61 - $69.67 $3.66 Million - $5.47 Million
78,448 New
78,448 $4.34 Million

Others Institutions Holding USMV

# of Institutions
1,483
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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