Ergawealth Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q1 2025

A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 18,025 shares of USMV stock, worth $1.69 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

18,025

Previous 18,500 2.57%

Holding current value

$1.69 Million

Previous $1.64 Billion 2.78%

% of portfolio

0.84%

Previous 0.81%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$87.68 - $94.52 $41,648 - $44,897	-475 Reduced 2.57%	18,025 $1.69 Billion
Q4 2024 Feb 05, 2025	SELL	$88.59 - $94.57 $329,643 - $351,894	-3,721 Reduced 16.75%	18,500 $1.64 Billion
Q3 2024 Oct 23, 2024	BUY	$83.76 - $91.82 $1,507 - $1,652	18 Added 0.08%	22,221 $2.03 Billion
Q2 2024 Jul 19, 2024	SELL	$79.92 - $84.63 $118,601 - $125,590	-1,484 Reduced 6.27%	22,203 $1.86 Billion
Q1 2024 Apr 29, 2024	SELL	$77.86 - $83.58 $357,688 - $383,966	-4,594 Reduced 16.24%	23,687 $1.98 Billion
Q4 2023 Jan 30, 2024	BUY	$70.56 - $78.63 $49,109 - $54,726	696 Added 2.52%	28,281 $2.21 Billion
Q3 2023 Oct 30, 2023	SELL	$72.38 - $76.06 $23,813 - $25,023	-329 Reduced 1.18%	27,585 $2 Billion
Q2 2023 Jul 17, 2023	SELL	$71.44 - $74.33 $32,648 - $33,968	-457 Reduced 1.61%	27,914 $2.07 Billion
Q1 2023 May 02, 2023	SELL	$69.12 - $73.78 $283,115 - $302,202	-4,096 Reduced 12.62%	28,371 $2.06 Billion
Q4 2022 Apr 14, 2023	BUY	$65.75 - $75.5 $2.13 Million - $2.45 Million	32,467 New	32,467 $2.34 Billion

Others Institutions Holding USMV

# of Institutions

1,444

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

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Account

Ergawealth Advisors, Inc. Ishares Msci Usa Min Vol Facto Transaction History