Concurrent Investment Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 83,985 shares of USMV stock, worth $8.01 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
83,985
Previous 56,567 48.47%
Holding current value
$8.01 Million
Previous $5.3 Billion 48.8%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Jul 25, 2025
BUY
$85.42 - $94.39 $2.34 Million - $2.59 Million
27,418 Added 48.47%
83,985 $7.88 Billion
Q1 2025

Apr 29, 2025
SELL
$87.68 - $94.52 $1.15 Million - $1.24 Million
-13,104 Reduced 18.81%
56,567 $5.3 Billion
Q4 2024

Feb 03, 2025
SELL
$88.59 - $94.57 $5.08 Million - $5.43 Million
-57,365 Reduced 45.16%
69,671 $6.19 Billion
Q3 2024

Oct 30, 2024
SELL
$83.76 - $91.82 $622,671 - $682,589
-7,434 Reduced 5.53%
127,036 $11.6 Billion
Q2 2024

Jul 30, 2024
BUY
$79.92 - $84.63 $8.17 Million - $8.65 Million
102,178 Added 316.42%
134,470 $11.3 Billion
Q1 2024

May 07, 2024
SELL
$77.86 - $83.58 $384,472 - $412,718
-4,938 Reduced 13.26%
32,292 $2.7 Billion
Q4 2023

Apr 15, 2024
BUY
$70.56 - $78.63 $2.63 Million - $2.93 Million
37,230 New
37,230 $2.9 Billion

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
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