Carson Advisory Inc. Ishares Msci Usa Min Vol Facto Transaction History

Carson Advisory Inc.

  • $145 Million
  • Q2 2025

A detailed history of Carson Advisory Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Carson Advisory Inc. holds 2,372 shares of USMV stock, worth $226,359. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,372
Previous 2,371 0.04%
Holding current value
$226,359
Previous $222,000 -0.0%
% of portfolio
0.15%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$85.42 - $94.39 $85 - $94
1 Added 0.04%
2,372 $222,000
Q1 2025

May 02, 2025
BUY
$87.68 - $94.52 $4,822 - $5,198
55 Added 2.37%
2,371 $222,000
Q4 2024

Feb 13, 2025
SELL
$88.59 - $94.57 $5,226 - $5,579
-59 Reduced 2.48%
2,316 $205,000
Q3 2024

Nov 01, 2024
SELL
$83.76 - $91.82 $1,507 - $1,652
-18 Reduced 0.75%
2,375 $216,000
Q2 2024

Aug 07, 2024
BUY
$79.92 - $84.63 $191,248 - $202,519
2,393 New
2,393 $200,000

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

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

Track Carson Advisory Inc. Portfolio

Follow Carson Advisory Inc. 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 Carson Advisory Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carson Advisory Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email