Delos Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Delos Wealth Advisors, LLC

$116 Million
Q1 2025

A detailed history of Delos Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 31,303 shares of USMV stock, worth $2.91 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

31,303

Previous 31,244 0.19%

Holding current value

$2.91 Million

Previous $2.77 Million 5.66%

% of portfolio

2.54%

Previous 2.39%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$87.68 - $94.52 $5,173 - $5,576	59 Added 0.19%	31,303 $2.93 Million
Q4 2024 Feb 12, 2025	BUY	$88.59 - $94.57 $314,583 - $335,818	3,551 Added 12.82%	31,244 $2.77 Million
Q3 2024 Nov 15, 2024	BUY	$83.76 - $91.82 $293,411 - $321,645	3,503 Added 14.48%	27,693 $2.53 Million
Q2 2024 Aug 13, 2024	BUY	$79.92 - $84.63 $455,703 - $482,560	5,702 Added 30.84%	24,190 $2.03 Million
Q1 2024 May 09, 2024	BUY	$77.86 - $83.58 $1.43 Million - $1.53 Million	18,319 Added 10839.64%	18,488 $1.55 Million
Q4 2023 Feb 06, 2024	SELL	$70.56 - $78.63 $7,832 - $8,727	-111 Reduced 39.64%	169 $13,000
Q3 2023 Nov 15, 2023	BUY	$72.38 - $76.06 $12,232 - $12,854	169 Added 152.25%	280 $20,000
Q4 2021 Feb 14, 2022	BUY	$73.28 - $81.04 $8,134 - $8,995	111 New	111 $9,000

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

Ticker USMV
Sector ETFs
Industry ETFs

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Delos Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History