Avidian Wealth Solutions, LLC Ishares Msci Usa Min Vol Facto Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 7,386 shares of USMV stock, worth $690,664. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,386
Previous 7,333 0.72%
Holding current value
$690,664
Previous $651,000 6.14%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$87.68 - $94.52 $4,647 - $5,009
53 Added 0.72%
7,386 $691,000
Q4 2024

Jan 29, 2025
SELL
$88.59 - $94.57 $14.7 Million - $15.7 Million
-166,312 Reduced 95.78%
7,333 $651,000
Q3 2024

Oct 30, 2024
BUY
$83.76 - $91.82 $14 Million - $15.3 Million
167,162 Added 2578.47%
173,645 $15.9 Million
Q2 2024

Aug 06, 2024
SELL
$79.92 - $84.63 $106,853 - $113,150
-1,337 Reduced 17.1%
6,483 $544,000
Q1 2024

May 03, 2024
SELL
$77.86 - $83.58 $558,956 - $600,020
-7,179 Reduced 47.86%
7,820 $653,000
Q4 2023

Feb 06, 2024
SELL
$70.56 - $78.63 $271,726 - $302,804
-3,851 Reduced 20.43%
14,999 $1.17 Million
Q3 2023

Oct 13, 2023
SELL
$72.38 - $76.06 $253,764 - $266,666
-3,506 Reduced 15.68%
18,850 $1.36 Million
Q2 2023

Aug 03, 2023
BUY
$71.44 - $74.33 $160,382 - $166,870
2,245 Added 11.16%
22,356 $1.66 Million
Q1 2023

May 08, 2023
BUY
$69.12 - $73.78 $356,382 - $380,409
5,156 Added 34.48%
20,111 $1.46 Million
Q4 2022

Feb 06, 2023
SELL
$65.75 - $75.5 $2,367 - $2,718
-36 Reduced 0.24%
14,955 $1.08 Million
Q3 2022

Nov 03, 2022
BUY
$66.1 - $76.63 $300,755 - $348,666
4,550 Added 43.58%
14,991 $991,000
Q2 2022

Jul 29, 2022
SELL
$66.73 - $79.1 $568,139 - $673,457
-8,514 Reduced 44.92%
10,441 $733,000
Q1 2022

May 10, 2022
BUY
$71.88 - $80.4 $575 - $643
8 Added 0.04%
18,955 $1.47 Million
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $1.39 Million - $1.54 Million
18,947 New
18,947 $1.53 Million
Q1 2021

May 05, 2021
SELL
$65.18 - $69.88 $447,786 - $480,075
-6,870 Closed
0 $0
Q4 2020

Feb 09, 2021
BUY
$61.66 - $67.88 $6,412 - $7,059
104 Added 1.54%
6,870 $466,000
Q3 2020

Nov 06, 2020
BUY
$60.74 - $66.36 $52,661 - $57,534
867 Added 14.7%
6,766 $431,000
Q2 2020

Aug 10, 2020
SELL
$51.94 - $64.01 $69,547 - $85,709
-1,339 Reduced 18.5%
5,899 $358,000
Q1 2020

Apr 22, 2020
SELL
$46.61 - $69.67 $630,540 - $942,495
-13,528 Reduced 65.14%
7,238 $391,000
Q4 2019

Feb 13, 2020
BUY
$62.68 - $65.67 $245,266 - $256,966
3,913 Added 23.22%
20,766 $1.36 Million
Q3 2019

Nov 14, 2019
BUY
$61.12 - $64.69 $1.03 Million - $1.09 Million
16,853 New
16,853 $1.08 Million

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email