Evermay Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Evermay Wealth Management LLC

$654 Million
Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Evermay Wealth Management LLC holds 5,500 shares of USMV stock, worth $511,225. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,500

Previous 5,334 3.11%

Holding current value

$511,225

Previous $487,000 0.21%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$88.59 - $94.57 $14,705 - $15,698	166 Added 3.11%	5,500 $488,000
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $9,732 - $10,447	-125 Reduced 2.29%	5,334 $445,000
Q1 2023 May 15, 2023	SELL	$69.12 - $73.78 $13,478 - $14,387	-195 Reduced 3.45%	5,459 $397,000
Q3 2022 Nov 14, 2022	SELL	$66.1 - $76.63 $32,521 - $37,701	-492 Reduced 8.01%	5,654 $374,000
Q1 2022 May 16, 2022	BUY	$71.88 - $80.4 $256,683 - $287,108	3,571 Added 138.68%	6,146 $477,000
Q4 2021 Feb 14, 2022	BUY	$73.28 - $81.04 $1,025 - $1,134	14 Added 0.55%	2,575 $208,000
Q2 2021 Aug 13, 2021	BUY	$69.72 - $73.7 $178,552 - $188,745	2,561 New	2,561 $189,000

Others Institutions Holding USMV

# of Institutions

1,379

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Evermay Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History