Able Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Able Wealth Management LLC

$169 Billion
Q1 2025

A detailed history of Able Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Able Wealth Management LLC holds 70,311 shares of USMV stock, worth $6.57 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

70,311

Previous 69,293 1.47%

Holding current value

$6.57 Million

Previous $6.15 Billion 7.03%

% of portfolio

3.89%

Previous 4.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$87.68 - $94.52 $89,258 - $96,221	1,018 Added 1.47%	70,311 $6.59 Billion
Q4 2024 Feb 03, 2025	BUY	$88.59 - $94.57 $86,906 - $92,773	981 Added 1.44%	69,293 $6.15 Billion
Q3 2024 Nov 01, 2024	BUY	$83.76 - $91.82 $9,716 - $10,651	116 Added 0.17%	68,312 $6.24 Billion
Q2 2024 Nov 01, 2024	SELL	$79.92 - $84.63 $78,401 - $83,022	-981 Reduced 1.42%	68,196 $5.73 Billion
Q1 2024 Nov 01, 2024	BUY	$77.86 - $83.58 $70,385 - $75,556	904 Added 1.32%	69,177 $5.78 Billion
Q4 2023 Feb 20, 2024	BUY	$70.56 - $78.63 $4.82 Million - $5.37 Million	68,273 New	68,273 $5.33 Billion

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

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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Able Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History