Concurrent Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 85,186 shares of USMV stock, worth $8.02 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

85,186

Previous 83,985 1.43%

Holding current value

$8.02 Million

Previous $7.88 Billion 2.8%

% of portfolio

0.14%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$92.18 - $95.14 $110,708 - $114,263	1,201 Added 1.43%	85,186 $8.1 Billion
Q2 2025 Jul 25, 2025	BUY	$85.42 - $94.39 $2.34 Million - $2.59 Million	27,418 Added 48.47%	83,985 $7.88 Billion
Q1 2025 Apr 29, 2025	SELL	$87.68 - $94.52 $1.15 Million - $1.24 Million	-13,104 Reduced 18.81%	56,567 $5.3 Billion
Q4 2024 Feb 03, 2025	SELL	$88.59 - $94.57 $5.08 Million - $5.43 Million	-57,365 Reduced 45.16%	69,671 $6.19 Billion
Q3 2024 Oct 30, 2024	SELL	$83.76 - $91.82 $622,671 - $682,589	-7,434 Reduced 5.53%	127,036 $11.6 Billion

Q2 2024 Jul 30, 2024	BUY	$79.92 - $84.63 $8.17 Million - $8.65 Million	102,178 Added 316.42%	134,470 $11.3 Billion
Q1 2024 May 07, 2024	SELL	$77.86 - $83.58 $384,472 - $412,718	-4,938 Reduced 13.26%	32,292 $2.7 Billion
Q4 2023 Apr 15, 2024	BUY	$70.56 - $78.63 $2.63 Million - $2.93 Million	37,230 New	37,230 $2.9 Billion

Others Institutions Holding USMV

# of Institutions

1,485

Shares Held

197M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History