Avion Wealth Ishares Msci Usa Min Vol Facto Transaction History

Avion Wealth

$390 Million
Q1 2025

A detailed history of Avion Wealth transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Avion Wealth holds 161 shares of USMV stock, worth $15,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares

161

Previous 161 -0.0%

Holding current value

$15,029

Previous $14,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 08, 2020	BUY	$46.61 - $69.67 $7,504 - $11,216	161 New	161 $9,000

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

Morgan Stanley New York, NY

17.5M
Shares

$1.63 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.31 Billion
0.11% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.1M
Shares

$1.23 Billion
0.48% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$956 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.62M
Shares

$618 Million
1.27% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avion Wealth with notifications on news.

Account