Ever Source Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,534 shares of USMV stock, worth $332,902. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,534
Previous 723 388.8%
Holding current value
$332,902
Previous $67,000 401.49%
% of portfolio
0.02%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$92.18 - $95.14 $259,117 - $267,438
2,811 Added 388.8%
3,534 $336,000
Q2 2025

Aug 13, 2025
SELL
$85.42 - $94.39 $341 - $377
-4 Reduced 0.55%
723 $67,000
Q1 2025

May 13, 2025
SELL
$87.68 - $94.52 $55,852 - $60,209
-637 Reduced 46.7%
727 $68,000
Q4 2024

Feb 07, 2025
BUY
$88.59 - $94.57 $24,893 - $26,574
281 Added 25.95%
1,364 $121,000
Q3 2024

Nov 08, 2024
SELL
$83.76 - $91.82 $670 - $734
-8 Reduced 0.73%
1,083 $98,000
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $6,073 - $6,431
-76 Reduced 6.51%
1,091 $91,000
Q1 2024

Jun 11, 2024
SELL
$77.86 - $83.58 $58,784 - $63,102
-755 Reduced 39.28%
1,167 $97,000
Q4 2023

Feb 09, 2024
SELL
$70.56 - $78.63 $60,611 - $67,543
-859 Reduced 30.89%
1,922 $149,000
Q3 2023

Nov 03, 2023
SELL
$72.38 - $76.06 $76,650 - $80,547
-1,059 Reduced 27.58%
2,781 $201,000
Q2 2023

Aug 04, 2023
SELL
$71.44 - $74.33 $4,286 - $4,459
-60 Reduced 1.54%
3,840 $285,000
Q1 2023

May 11, 2023
SELL
$69.12 - $73.78 $2,764 - $2,951
-40 Reduced 1.02%
3,900 $283,000
Q4 2022

Feb 09, 2023
BUY
$65.75 - $75.5 $15,714 - $18,044
239 Added 6.46%
3,940 $284,000
Q3 2022

Nov 07, 2022
BUY
$66.1 - $76.63 $91,151 - $105,672
1,379 Added 59.39%
3,701 $244,000
Q2 2022

Aug 01, 2022
BUY
$66.73 - $79.1 $22,554 - $26,735
338 Added 17.04%
2,322 $162,000
Q1 2022

May 25, 2022
BUY
$71.88 - $80.4 $9,847 - $11,014
137 Added 7.42%
1,984 $154,000
Q4 2021

Feb 17, 2022
BUY
$73.28 - $81.04 $3,004 - $3,322
41 Added 2.27%
1,847 $150,000
Q4 2021

Feb 07, 2022
BUY
$73.28 - $81.04 $132,343 - $146,358
1,806 New
1,806 $146,000

Others Institutions Holding USMV

# of Institutions
1,483
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
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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