A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 14,451 shares of USMV stock, worth $1.3 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
14,451
Previous 14,475 0.17%
Holding current value
$1.3 Million
Previous $1.21 Billion 0.29%
% of portfolio
0.98%
Previous 1.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$79.92 - $84.63 $1,918 - $2,031
-24 Reduced 0.17%
14,451 $1.21 Billion
Q1 2024

May 02, 2024

SELL
$77.86 - $83.58 $11,367 - $12,202
-146 Reduced 1.0%
14,475 $1.21 Billion
Q4 2023

Feb 14, 2024

BUY
$70.56 - $78.63 $1.03 Million - $1.15 Million
14,621 New
14,621 $1.14 Billion

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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