Elevate Wealth Advisory, Inc Ishares Msci Usa Min Vol Facto Transaction History

Elevate Wealth Advisory, Inc

$138 Billion
Q3 2025

A detailed history of Elevate Wealth Advisory, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 20,196 shares of USMV stock, worth $1.9 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

20,196

Previous 19,865 1.67%

Holding current value

$1.9 Million

Previous $1.86 Billion 3.04%

% of portfolio

1.4%

Previous 1.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$92.18 - $95.14 $30,511 - $31,491	331 Added 1.67%	20,196 $1.92 Billion
Q2 2025 Jul 23, 2025	BUY	$85.42 - $94.39 $154,353 - $170,562	1,807 Added 10.01%	19,865 $1.86 Billion
Q1 2025 May 14, 2025	BUY	$87.68 - $94.52 $86,715 - $93,480	989 Added 5.79%	18,058 $1.69 Billion
Q4 2024 Feb 11, 2025	BUY	$88.59 - $94.57 $130,050 - $138,828	1,468 Added 9.41%	17,069 $1.5 Billion
Q3 2024 Nov 13, 2024	BUY	$83.76 - $91.82 $96,324 - $105,592	1,150 Added 7.96%	15,601 $1.42 Billion

Q2 2024 Aug 12, 2024	SELL	$79.92 - $84.63 $1,918 - $2,031	-24 Reduced 0.17%	14,451 $1.21 Billion
Q1 2024 May 02, 2024	SELL	$77.86 - $83.58 $11,367 - $12,202	-146 Reduced 1.0%	14,475 $1.21 Billion
Q4 2023 Feb 14, 2024	BUY	$70.56 - $78.63 $1.03 Million - $1.15 Million	14,621 New	14,621 $1.14 Billion

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Elevate Wealth Advisory, Inc Ishares Msci Usa Min Vol Facto Transaction History