A detailed history of Aevitas Wealth Management, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 3,847 shares of USMV stock, worth $354,693. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,847
Previous 3,404 13.01%
Holding current value
$354,693
Previous $225,000 23.11%
% of portfolio
0.16%
Previous 0.17%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 24, 2023

BUY
$65.75 - $75.5 $29,127 - $33,446
443 Added 13.01%
3,847 $0
Q3 2022

Oct 24, 2022

BUY
$66.1 - $76.63 $2,181 - $2,528
33 Added 0.98%
3,404 $225,000
Q2 2022

Jul 22, 2022

SELL
$66.73 - $79.1 $6,139 - $7,277
-92 Reduced 2.66%
3,371 $237,000
Q1 2022

Apr 25, 2022

BUY
$71.88 - $80.4 $718 - $804
10 Added 0.29%
3,463 $269,000
Q4 2021

Jan 19, 2022

BUY
$73.28 - $81.04 $659 - $729
9 Added 0.26%
3,453 $279,000
Q3 2021

Nov 01, 2021

BUY
$73.5 - $78.28 $735 - $782
10 Added 0.29%
3,444 $253,000
Q2 2021

Jul 22, 2021

BUY
$69.72 - $73.7 $557 - $589
8 Added 0.23%
3,434 $253,000
Q1 2021

Apr 29, 2021

SELL
$65.18 - $69.88 $12,710 - $13,626
-195 Reduced 5.39%
3,426 $237,000
Q4 2020

Jan 19, 2021

BUY
$61.66 - $67.88 $801 - $882
13 Added 0.36%
3,621 $246,000
Q3 2020

Oct 22, 2020

SELL
$60.74 - $66.36 $3,948 - $4,313
-65 Reduced 1.77%
3,608 $230,000
Q2 2020

Jul 29, 2020

BUY
$51.94 - $64.01 $190,775 - $235,108
3,673 New
3,673 $223,000
Q1 2020

Apr 16, 2020

SELL
$46.61 - $69.67 $166,071 - $248,234
-3,563 Closed
0 $0
Q4 2019

Jan 31, 2020

BUY
$62.68 - $65.67 $223,328 - $233,982
3,563 New
3,563 $234,000
Q2 2019

Jul 26, 2019

SELL
$58.77 - $62.47 $131,527 - $139,807
-2,238 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$51.18 - $58.8 $307 - $352
6 Added 0.27%
2,238 $131,000
Q4 2018

Feb 14, 2019

BUY
$49.77 - $57.05 $746 - $855
15 Added 0.68%
2,232 $117,000
Q3 2018

Nov 14, 2018

BUY
$53.24 - $57.58 $425 - $460
8 Added 0.36%
2,217 $126,000
Q1 2018

May 15, 2018

BUY
$50.24 - $55.31 $351 - $387
7 Added 0.32%
2,209 $115,000
Q4 2017

Feb 13, 2018

BUY
$50.5 - $53.37 $111,201 - $117,520
2,202
2,202 $116,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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