A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 173,645 shares of USMV stock, worth $15.6 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
173,645
Previous 6,483 2578.47%
Holding current value
$15.6 Million
Previous $544,000 2814.52%
% of portfolio
0.74%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$83.76 - $91.82 $14 Million - $15.3 Million
167,162 Added 2578.47%
173,645 $15.9 Million
Q2 2024

Aug 06, 2024

SELL
$79.92 - $84.63 $106,853 - $113,150
-1,337 Reduced 17.1%
6,483 $544,000
Q1 2024

May 03, 2024

SELL
$77.86 - $83.58 $558,956 - $600,020
-7,179 Reduced 47.86%
7,820 $653,000
Q4 2023

Feb 06, 2024

SELL
$70.56 - $78.63 $271,726 - $302,804
-3,851 Reduced 20.43%
14,999 $1.17 Million
Q3 2023

Oct 13, 2023

SELL
$72.38 - $76.06 $253,764 - $266,666
-3,506 Reduced 15.68%
18,850 $1.36 Million
Q2 2023

Aug 03, 2023

BUY
$71.44 - $74.33 $160,382 - $166,870
2,245 Added 11.16%
22,356 $1.66 Million
Q1 2023

May 08, 2023

BUY
$69.12 - $73.78 $356,382 - $380,409
5,156 Added 34.48%
20,111 $1.46 Million
Q4 2022

Feb 06, 2023

SELL
$65.75 - $75.5 $2,367 - $2,718
-36 Reduced 0.24%
14,955 $1.08 Million
Q3 2022

Nov 03, 2022

BUY
$66.1 - $76.63 $300,755 - $348,666
4,550 Added 43.58%
14,991 $991,000
Q2 2022

Jul 29, 2022

SELL
$66.73 - $79.1 $568,139 - $673,457
-8,514 Reduced 44.92%
10,441 $733,000
Q1 2022

May 10, 2022

BUY
$71.88 - $80.4 $575 - $643
8 Added 0.04%
18,955 $1.47 Million
Q4 2021

Feb 14, 2022

BUY
$73.28 - $81.04 $1.39 Million - $1.54 Million
18,947 New
18,947 $1.53 Million
Q1 2021

May 05, 2021

SELL
$65.18 - $69.88 $447,786 - $480,075
-6,870 Closed
0 $0
Q4 2020

Feb 09, 2021

BUY
$61.66 - $67.88 $6,412 - $7,059
104 Added 1.54%
6,870 $466,000
Q3 2020

Nov 06, 2020

BUY
$60.74 - $66.36 $52,661 - $57,534
867 Added 14.7%
6,766 $431,000
Q2 2020

Aug 10, 2020

SELL
$51.94 - $64.01 $69,547 - $85,709
-1,339 Reduced 18.5%
5,899 $358,000
Q1 2020

Apr 22, 2020

SELL
$46.61 - $69.67 $630,540 - $942,495
-13,528 Reduced 65.14%
7,238 $391,000
Q4 2019

Feb 13, 2020

BUY
$62.68 - $65.67 $245,266 - $256,966
3,913 Added 23.22%
20,766 $1.36 Million
Q3 2019

Nov 14, 2019

BUY
$61.12 - $64.69 $1.03 Million - $1.09 Million
16,853 New
16,853 $1.08 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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