Milestone Asset Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Milestone Asset Management, LLC

$470 Billion
Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Milestone Asset Management, LLC holds 5,508 shares of USMV stock, worth $500,401. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,508

Previous 5,423 1.57%

Holding current value

$500,401

Previous $482 Million 7.14%

% of portfolio

0.11%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$87.68 - $94.52 $7,452 - $8,034	85 Added 1.57%	5,508 $516 Million
Q4 2024 Jan 23, 2025	SELL	$88.59 - $94.57 $1,948 - $2,080	-22 Reduced 0.4%	5,423 $482 Million
Q3 2024 Oct 25, 2024	SELL	$83.76 - $91.82 $753 - $826	-9 Reduced 0.17%	5,445 $497 Million
Q2 2024 Jul 19, 2024	SELL	$79.92 - $84.63 $42,597 - $45,107	-533 Reduced 8.9%	5,454 $458 Million
Q1 2024 Apr 23, 2024	SELL	$77.86 - $83.58 $19,075 - $20,477	-245 Reduced 3.93%	5,987 $500 Million
Q4 2023 Jan 23, 2024	SELL	$70.56 - $78.63 $89,046 - $99,231	-1,262 Reduced 16.84%	6,232 $486 Million
Q3 2023 Nov 13, 2023	SELL	$72.38 - $76.06 $20,990 - $22,057	-290 Reduced 3.73%	7,494 $539 Million
Q2 2023 Aug 08, 2023	BUY	$71.44 - $74.33 $642 - $668	9 Added 0.12%	7,784 $579 Million
Q1 2023 May 08, 2023	SELL	$69.12 - $73.78 $63,590 - $67,877	-920 Reduced 10.58%	7,775 $566 Million
Q4 2022 Feb 06, 2023	BUY	$65.75 - $75.5 $571,696 - $656,472	8,695 New	8,695 $632 Million

Others Institutions Holding USMV

# of Institutions

1,396

Shares Held

203M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Milestone Asset Management, LLC Ishares Msci Usa Min Vol Facto Transaction History