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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 87,227 shares of USMV stock, worth $7.99 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

87,227

Previous 53,161 64.08%

Holding current value

$7.99 Million

Previous $4.85 Billion 59.62%

% of portfolio

0.58%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$88.59 - $94.57 $3.02 Million - $3.22 Million	34,066 Added 64.08%	87,227 $7.74 Billion
Q3 2024 Oct 21, 2024	SELL	$83.76 - $91.82 $1.15 Million - $1.27 Million	-13,779 Reduced 20.58%	53,161 $4.85 Billion
Q2 2024 Jul 09, 2024	BUY	$79.92 - $84.63 $1.34 Million - $1.42 Million	16,744 Added 33.36%	66,940 $5.62 Billion
Q1 2024 Apr 15, 2024	SELL	$77.86 - $83.58 $769,723 - $826,271	-9,886 Reduced 16.45%	50,196 $4.2 Billion
Q4 2023 Jan 16, 2024	BUY	$70.56 - $78.63 $2.2 Million - $2.45 Million	31,142 Added 107.61%	60,082 $4.69 Billion
Q3 2023 Oct 23, 2023	BUY	$72.38 - $76.06 $1.43 Million - $1.5 Million	19,769 Added 215.56%	28,940 $2.09 Billion
Q2 2023 Aug 09, 2023	BUY	$71.44 - $74.33 $655,176 - $681,680	9,171 New	9,171 $682 Million

Others Institutions Holding USMV

# of Institutions

1,314

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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