Arkadios Wealth Advisors Ishares Msci Usa Min Vol Facto Transaction History

Arkadios Wealth Advisors

$3.16 Billion
Q2 2025

A detailed history of Arkadios Wealth Advisors transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Arkadios Wealth Advisors holds 66,425 shares of USMV stock, worth $6.34 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

66,425

Previous 61,703 7.65%

Holding current value

$6.34 Million

Previous $5.78 Million 7.89%

% of portfolio

0.2%

Previous 0.23%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$85.42 - $94.39 $403,353 - $445,709	4,722 Added 7.65%	66,425 $6.24 Million
Q1 2025 May 08, 2025	BUY	$87.68 - $94.52 $4.42 Million - $4.77 Million	50,434 Added 447.55%	61,703 $5.78 Million
Q4 2024 Jan 15, 2025	SELL	$88.59 - $94.57 $20,818 - $22,223	-235 Reduced 2.04%	11,269 $1 Million
Q3 2024 Oct 24, 2024	SELL	$83.76 - $91.82 $120,614 - $132,220	-1,440 Reduced 11.12%	11,504 $1.05 Million
Q2 2024 Jul 29, 2024	SELL	$79.92 - $84.63 $88,231 - $93,431	-1,104 Reduced 7.86%	12,944 $1.09 Million
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $33,012 - $35,437	-424 Reduced 2.93%	14,048 $1.17 Million
Q4 2023 Jan 24, 2024	SELL	$70.56 - $78.63 $128,560 - $143,263	-1,822 Reduced 11.18%	14,472 $1.13 Million
Q3 2023 Oct 13, 2023	SELL	$72.38 - $76.06 $515,056 - $541,242	-7,116 Reduced 30.4%	16,294 $1.18 Million
Q2 2023 Jul 26, 2023	BUY	$71.44 - $74.33 $5,643 - $5,872	79 Added 0.34%	23,410 $1.74 Million
Q1 2023 May 02, 2023	BUY	$69.12 - $73.78 $63,175 - $67,434	914 Added 4.08%	23,331 $1.7 Million
Q4 2022 Jan 11, 2023	BUY	$65.75 - $75.5 $127,423 - $146,319	1,938 Added 9.46%	22,417 $0
Q3 2022 Oct 21, 2022	BUY	$66.1 - $76.63 $35,165 - $40,767	532 Added 2.67%	20,479 $1.35 Million
Q2 2022 Jul 14, 2022	SELL	$66.73 - $79.1 $87,282 - $103,462	-1,308 Reduced 6.15%	19,947 $1.4 Million
Q1 2022 May 02, 2022	SELL	$71.88 - $80.4 $209,242 - $234,044	-2,911 Reduced 12.05%	21,255 $1.65 Million
Q4 2021 Feb 03, 2022	BUY	$73.28 - $81.04 $328,440 - $363,221	4,482 Added 22.77%	24,166 $1.96 Million
Q3 2021 Oct 19, 2021	BUY	$73.5 - $78.28 $39,690 - $42,271	540 Added 2.82%	19,684 $1.45 Million
Q2 2021 Jul 28, 2021	BUY	$69.72 - $73.7 $1.06 Million - $1.12 Million	15,258 Added 392.64%	19,144 $1.41 Million
Q1 2021 Apr 26, 2021	BUY	$65.18 - $69.88 $132,445 - $141,996	2,032 Added 109.6%	3,886 $268,000
Q4 2020 Feb 09, 2021	BUY	$61.66 - $67.88 $29,720 - $32,718	482 Added 35.13%	1,854 $125,000
Q3 2020 Nov 10, 2020	BUY	$60.74 - $66.36 $2,429 - $2,654	40 Added 3.0%	1,372 $89.8 Million
Q2 2020 Aug 10, 2020	SELL	$51.94 - $64.01 $1,973 - $2,432	-38 Reduced 2.77%	1,332 $82.2 Million
Q1 2020 May 14, 2020	BUY	$46.61 - $69.67 $58,915 - $88,062	1,264 Added 1192.45%	1,370 $74 Million
Q4 2019 Feb 14, 2020	BUY	$62.68 - $65.67 $6,644 - $6,961	106 New	106 $6,000

Others Institutions Holding USMV

# of Institutions

1,463

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Msci Usa Min Vol Facto Transaction History