United Advisor Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, United Advisor Group, LLC holds 8,423 shares of USMV stock, worth $793,446. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,423
Previous 8,493 0.82%
Holding current value
$793,446
Previous $797,000 0.5%
% of portfolio
0.12%
Previous 0.15%

Shares

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

Nov 12, 2025
SELL
$92.18 - $95.14 $6,452 - $6,659
-70 Reduced 0.82%
8,423 $801,000
Q2 2025

Aug 11, 2025
BUY
$85.42 - $94.39 $399,765 - $441,745
4,680 Added 122.74%
8,493 $797,000
Q1 2025

Apr 21, 2025
SELL
$87.68 - $94.52 $105,917 - $114,180
-1,208 Reduced 24.06%
3,813 $357,000
Q4 2024

Feb 24, 2025
SELL
$88.59 - $94.57 $181,166 - $193,395
-2,045 Reduced 28.94%
5,021 $445,000
Q3 2024

Oct 30, 2024
BUY
$83.76 - $91.82 $591,848 - $648,800
7,066 New
7,066 $645,000

Others Institutions Holding USMV

# of Institutions
1,484
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email