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 2,375 shares of USMV stock, worth $221,920. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,375
Previous 2,393 0.75%
Holding current value
$221,920
Previous $200,000 8.0%
% of portfolio
0.14%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MIN VOL FACTO


  • 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.