M3 Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

M3 Advisory Group, LLC

$145 Billion
Q2 2025

A detailed history of M3 Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, M3 Advisory Group, LLC holds 2,639 shares of USMV stock, worth $245,004. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,639

Previous 3,096 14.76%

Holding current value

$245,004

Previous $290 Million 14.57%

% of portfolio

0.17%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$85.42 - $94.39 $39,036 - $43,136	-457 Reduced 14.76%	2,639 $248 Million
Q1 2025 Apr 22, 2025	SELL	$87.68 - $94.52 $52,958 - $57,090	-604 Reduced 16.32%	3,096 $290 Million
Q4 2024 Jan 21, 2025	SELL	$88.59 - $94.57 $9,567 - $10,213	-108 Reduced 2.84%	3,700 $328 Million
Q3 2024 Oct 17, 2024	BUY	$83.76 - $91.82 $13,317 - $14,599	159 Added 4.36%	3,808 $348 Million
Q2 2024 Jul 19, 2024	SELL	$79.92 - $84.63 $121,398 - $128,552	-1,519 Reduced 29.39%	3,649 $306 Million
Q1 2024 Apr 29, 2024	BUY	$77.86 - $83.58 $402,380 - $431,941	5,168 New	5,168 $432 Million

Others Institutions Holding USMV

# of Institutions

1,456

Shares Held

204M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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M3 Advisory Group, LLC Ishares Msci Usa Min Vol Facto Transaction History