Acorn Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Acorn Wealth Advisors, LLC

  • $293 Million
  • Q3 2025

A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 43,321 shares of USMV stock, worth $4.08 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
43,321
Previous 44,038 1.63%
Holding current value
$4.08 Million
Previous $4.13 Million 0.29%
% of portfolio
1.41%
Previous 1.65%

Shares

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

Oct 31, 2025
SELL
$92.18 - $95.14 $66,093 - $68,215
-717 Reduced 1.63%
43,321 $4.12 Million
Q2 2025

Aug 13, 2025
SELL
$85.42 - $94.39 $174,085 - $192,366
-2,038 Reduced 4.42%
44,038 $4.13 Million
Q1 2025

May 01, 2025
SELL
$87.68 - $94.52 $286,801 - $309,174
-3,271 Reduced 6.63%
46,076 $4.32 Million
Q4 2024

Feb 04, 2025
SELL
$88.59 - $94.57 $176,914 - $188,856
-1,997 Reduced 3.89%
49,347 $4.38 Million
Q3 2024

Nov 13, 2024
BUY
$83.76 - $91.82 $115,672 - $126,803
1,381 Added 2.76%
51,344 $4.69 Million
Q2 2024

Jul 30, 2024
SELL
$79.92 - $84.63 $156,563 - $165,790
-1,959 Reduced 3.77%
49,963 $4.19 Million
Q1 2024

Apr 26, 2024
SELL
$77.86 - $83.58 $1,479 - $1,588
-19 Reduced 0.04%
51,922 $4.34 Million
Q4 2023

Feb 07, 2024
SELL
$70.56 - $78.63 $1.03 Million - $1.14 Million
-14,530 Reduced 21.86%
51,941 $4.05 Million
Q3 2023

Nov 07, 2023
SELL
$72.38 - $76.06 $677,042 - $711,465
-9,354 Reduced 12.34%
66,471 $4.81 Million
Q2 2023

Aug 02, 2023
SELL
$71.44 - $74.33 $702,183 - $730,589
-9,829 Reduced 11.48%
75,825 $5.64 Million
Q1 2023

May 09, 2023
SELL
$69.12 - $73.78 $994,083 - $1.06 Million
-14,382 Reduced 14.38%
85,654 $6.23 Million
Q4 2022

Feb 10, 2023
SELL
$65.75 - $75.5 $169,635 - $194,790
-2,580 Reduced 2.51%
100,036 $7.21 Million
Q3 2022

Nov 09, 2022
SELL
$66.1 - $76.63 $174,702 - $202,533
-2,643 Reduced 2.51%
102,616 $6.78 Million
Q2 2022

Aug 08, 2022
SELL
$66.73 - $79.1 $472,982 - $560,660
-7,088 Reduced 6.31%
105,259 $7.39 Million
Q1 2022

May 03, 2022
SELL
$71.88 - $80.4 $250,861 - $280,596
-3,490 Reduced 3.01%
112,347 $8.72 Million
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $413,592 - $457,389
5,644 Added 5.12%
115,837 $9.37 Million
Q3 2021

Nov 12, 2021
SELL
$73.5 - $78.28 $806,883 - $859,357
-10,978 Reduced 9.06%
110,193 $8.1 Million
Q2 2021

Aug 16, 2021
SELL
$69.72 - $73.7 $625,876 - $661,604
-8,977 Reduced 6.9%
121,171 $8.92 Million
Q1 2021

May 14, 2021
SELL
$65.18 - $69.88 $2.44 Million - $2.62 Million
-37,422 Reduced 22.33%
130,148 $9.01 Million
Q4 2020

Feb 16, 2021
SELL
$61.66 - $67.88 $824,887 - $908,098
-13,378 Reduced 7.39%
167,570 $11.4 Million
Q3 2020

Nov 04, 2020
SELL
$60.74 - $66.36 $1.02 Million - $1.11 Million
-16,750 Reduced 8.47%
180,948 $11.5 Million
Q2 2020

Aug 19, 2020
SELL
$51.94 - $64.01 $189,477 - $233,508
-3,648 Reduced 1.81%
197,698 $12 Million
Q1 2020

May 13, 2020
SELL
$46.61 - $69.67 $779,831 - $1.17 Million
-16,731 Reduced 7.67%
201,346 $11.1 Million
Q4 2019

Feb 07, 2020
BUY
$62.68 - $65.67 $56,412 - $59,103
900 Added 0.41%
218,077 $14.3 Million
Q3 2019

Nov 21, 2019
BUY
$61.12 - $64.69 $891,679 - $943,762
14,589 Added 7.2%
217,177 $13.9 Million
Q2 2019

Aug 14, 2019
BUY
$58.77 - $62.47 $1.02 Million - $1.08 Million
17,358 Added 9.37%
202,588 $12.8 Million
Q1 2019

May 08, 2019
BUY
$51.18 - $58.8 $1.29 Million - $1.48 Million
25,251 Added 15.78%
185,230 $11 Million
Q4 2018

Feb 04, 2019
BUY
$49.77 - $57.05 $721,565 - $827,110
14,498 Added 9.97%
159,979 $8.47 Million
Q3 2018

Nov 13, 2018
BUY
$53.24 - $57.58 $508,016 - $549,428
9,542 Added 7.02%
145,481 $7.97 Million
Q2 2018

Aug 10, 2018
BUY
$51.06 - $53.87 $40,235 - $42,449
788 Added 0.58%
135,939 $7.25 Million
Q1 2018

May 14, 2018
BUY
$50.24 - $55.31 $486,323 - $535,400
9,680 Added 7.71%
135,151 $7.09 Million
Q4 2017

Feb 14, 2018
BUY
$50.5 - $53.37 $6.34 Million - $6.7 Million
125,471
125,471 $6.7 Million

Others Institutions Holding USMV

# of Institutions
1,482
Shares Held
197M
Call Options Held
32.7K
Put Options Held
95.2K
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 Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, 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 Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email