Evercore Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Evercore Wealth Management, LLC

  • $6.02 Billion
  • Q1 2025

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,864 shares of USMV stock, worth $267,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,864
Previous 2,955 3.08%
Holding current value
$267,812
Previous $262,000 2.29%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$87.68 - $94.52 $7,978 - $8,601
-91 Reduced 3.08%
2,864 $268,000
Q3 2024

Nov 14, 2024
BUY
$83.76 - $91.82 $247,510 - $271,328
2,955 New
2,955 $269,000
Q1 2023

May 15, 2023
BUY
$69.12 - $73.78 $199,825 - $213,297
2,891 New
2,891 $210,000
Q1 2022

May 16, 2022
SELL
$71.88 - $80.4 $230,806 - $258,164
-3,211 Closed
0 $0
Q1 2021

May 17, 2021
SELL
$65.18 - $69.88 $52,535 - $56,323
-806 Reduced 20.06%
3,211 $223,000
Q4 2020

Feb 16, 2021
BUY
$61.66 - $67.88 $49,697 - $54,711
806 Added 25.1%
4,017 $273,000
Q3 2020

Nov 16, 2020
BUY
$60.74 - $66.36 $195,036 - $213,081
3,211 New
3,211 $204,000

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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