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

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 11,491 shares of USMV stock, worth $1.09 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
11,491
Previous 11,466 0.22%
Holding current value
$1.09 Million
Previous $1.05 Million 2.49%
% of portfolio
0.56%
Previous 0.59%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$88.59 - $94.57 $2,214 - $2,364
25 Added 0.22%
11,491 $1.02 Million
Q1 2024

Apr 29, 2024
BUY
$77.86 - $83.58 $2,491 - $2,674
32 Added 0.28%
11,466 $958,000
Q4 2023

Feb 05, 2024
SELL
$70.56 - $78.63 $50,732 - $56,534
-719 Reduced 5.92%
11,434 $892,000
Q3 2023

Oct 24, 2023
BUY
$72.38 - $76.06 $4,921 - $5,172
68 Added 0.56%
12,153 $879,000
Q2 2023

Jul 31, 2023
BUY
$71.44 - $74.33 $4,857 - $5,054
68 Added 0.57%
12,085 $898,000
Q1 2023

Apr 10, 2023
BUY
$69.12 - $73.78 $10,368 - $11,067
150 Added 1.26%
12,017 $874,000
Q4 2022

Jan 25, 2023
SELL
$65.75 - $75.5 $4,602 - $5,285
-70 Reduced 0.59%
11,867 $0
Q3 2022

Nov 14, 2022
BUY
$66.1 - $76.63 $29,480 - $34,176
446 Added 3.88%
11,937 $789,000
Q2 2022

Aug 12, 2022
SELL
$66.73 - $79.1 $3,736 - $4,429
-56 Reduced 0.48%
11,491 $807,000
Q1 2022

Apr 14, 2022
SELL
$71.88 - $80.4 $7,691 - $8,602
-107 Reduced 0.92%
11,547 $896,000
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $854,005 - $944,440
11,654 New
11,654 $943,000

Others Institutions Holding USMV

# of Institutions
1,389
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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 Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, 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 Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email