Elevate Wealth Advisory, Inc Ishares Msci Usa Min Vol Facto Transaction History

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

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 15,601 shares of USMV stock, worth $1.38 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
15,601
Previous 14,451 7.96%
Holding current value
$1.38 Million
Previous $1.21 Billion 17.41%
% of portfolio
1.06%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$83.76 - $91.82 $96,324 - $105,592
1,150 Added 7.96%
15,601 $1.42 Billion
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

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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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