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

Avaii Wealth Management, LLC

  • $171 Million
  • Q1 2025

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 10,829 shares of USMV stock, worth $974,934. This represents 0.59% of its overall portfolio holdings.

Number of Shares
10,829
Previous 11,491 5.76%
Holding current value
$974,934
Previous $1.02 Million 0.59%
% of portfolio
0.59%
Previous 0.56%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$87.68 - $94.52 $58,044 - $62,572
-662 Reduced 5.76%
10,829 $1.01 Million
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
1,395
Shares Held
203M
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
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