Advocacy Wealth Management Services, LLC Ishares Msci Usa Min Vol Facto Transaction History

Advocacy Wealth Management Services, LLC

$1.22 Billion
Q4 2024

A detailed history of Advocacy Wealth Management Services, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Advocacy Wealth Management Services, LLC holds 3,157 shares of USMV stock, worth $291,769. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,157

Previous 16,734 81.13%

Holding current value

$291,769

Previous $1.53 Million 81.66%

% of portfolio

0.02%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$88.59 - $94.57 $1.2 Million - $1.28 Million	-13,577 Reduced 81.13%	3,157 $280,000
Q3 2024 Oct 31, 2024	SELL	$83.76 - $91.82 $198,343 - $217,429	-2,368 Reduced 12.4%	16,734 $1.53 Million
Q2 2024 Jul 10, 2024	SELL	$79.92 - $84.63 $455,943 - $482,814	-5,705 Reduced 23.0%	19,102 $1.6 Million
Q1 2024 Apr 15, 2024	SELL	$77.86 - $83.58 $9.48 Million - $10.2 Million	-121,734 Reduced 83.07%	24,807 $2.07 Million
Q4 2023 Jan 23, 2024	SELL	$70.56 - $78.63 $45.6 Million - $50.8 Million	-646,076 Reduced 81.51%	146,541 $11.4 Million
Q3 2023 Oct 26, 2023	BUY	$72.38 - $76.06 $2.03 Million - $2.13 Million	28,011 Added 3.66%	792,617 $57.4 Million
Q2 2023 Jul 20, 2023	BUY	$71.44 - $74.33 $2.03 Million - $2.12 Million	28,477 Added 3.87%	764,606 $56.8 Million
Q1 2023 Apr 14, 2023	BUY	$69.12 - $73.78 $10.6 Million - $11.4 Million	153,989 Added 26.45%	736,129 $53.5 Million
Q4 2022 Jan 27, 2023	BUY	$65.75 - $75.5 $38.1 Million - $43.7 Million	578,711 Added 16876.96%	582,140 $0
Q2 2022 Jul 06, 2022	BUY	$66.73 - $79.1 $138,998 - $164,765	2,083 Added 154.75%	3,429 $241,000
Q1 2022 Apr 04, 2022	SELL	$71.88 - $80.4 $202,773 - $226,808	-2,821 Reduced 67.7%	1,346 $105,000
Q4 2021 Jan 05, 2022	SELL	$73.28 - $81.04 $108,161 - $119,615	-1,476 Reduced 26.16%	4,167 $337,000
Q3 2021 Oct 05, 2021	BUY	$73.5 - $78.28 $11,980 - $12,759	163 Added 2.97%	5,643 $415,000
Q2 2021 Jul 02, 2021	SELL	$69.72 - $73.7 $749,908 - $792,717	-10,756 Reduced 66.25%	5,480 $403,000
Q1 2021 Apr 05, 2021	SELL	$65.18 - $69.88 $84.9 Million - $91 Million	-1,302,155 Reduced 98.77%	16,236 $1.13 Million
Q4 2020 Jan 06, 2021	BUY	$61.66 - $67.88 $4.25 Million - $4.68 Million	68,928 Added 5.52%	1,318,391 $89.5 Million
Q3 2020 Oct 02, 2020	BUY	$60.74 - $66.36 $6.93 Million - $7.58 Million	114,152 Added 10.05%	1,249,463 $80 Million
Q2 2020 Jul 02, 2020	BUY	$51.94 - $64.01 $3.02 Million - $3.72 Million	58,082 Added 5.39%	1,135,311 $68.8 Million
Q1 2020 Apr 02, 2020	BUY	$46.61 - $69.67 $10.3 Million - $15.3 Million	220,287 Added 25.71%	1,077,229 $56 Million
Q4 2019 Jan 06, 2020	BUY	$62.68 - $65.67 $42.1 Million - $44.1 Million	671,404 Added 361.87%	856,942 $56.2 Million
Q3 2019 Oct 02, 2019	BUY	$61.12 - $64.69 $1.63 Million - $1.73 Million	26,733 Added 16.83%	185,538 $11.9 Million
Q2 2019 Jul 05, 2019	BUY	$58.77 - $62.47 $6.87 Million - $7.3 Million	116,861 Added 278.61%	158,805 $9.8 Million
Q1 2019 Apr 02, 2019	BUY	$51.18 - $58.8 $2.14 Million - $2.46 Million	41,761 Added 22820.22%	41,944 $2.48 Million
Q4 2017 Jan 12, 2018	SELL	$50.5 - $53.37 $4,040 - $4,269	-80 Reduced 30.42%	183 $10,000
Q3 2017 Oct 13, 2017	BUY	$50.1 - $50.34 $13,176 - $13,239	263	263 $13,000

Others Institutions Holding USMV

# of Institutions

1,393

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
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Advocacy Wealth Management Services, LLC Ishares Msci Usa Min Vol Facto Transaction History