Fortis Group Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Fortis Group Advisors, LLC

$581 Billion
Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 18,663 shares of USMV stock, worth $1.76 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

18,663

Previous 19,213 2.86%

Holding current value

$1.76 Million

Previous $1.78 Billion 2.22%

% of portfolio

0.3%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$92.18 - $95.14 $50,699 - $52,327	-550 Reduced 2.86%	18,663 $1.74 Billion
Q2 2025 Aug 08, 2025	SELL	$85.42 - $94.39 $74,315 - $82,119	-870 Reduced 4.33%	19,213 $1.78 Billion
Q1 2025 May 02, 2025	SELL	$87.68 - $94.52 $10,170 - $10,964	-116 Reduced 0.57%	20,083 $1.88 Billion
Q4 2024 Jan 31, 2025	BUY	$88.59 - $94.57 $16,832 - $17,968	190 Added 0.95%	20,199 $1.79 Billion
Q3 2024 Oct 21, 2024	SELL	$83.76 - $91.82 $27,892 - $30,576	-333 Reduced 1.64%	20,009 $1.83 Billion

Q2 2024 Jul 30, 2024	SELL	$79.92 - $84.63 $180,858 - $191,517	-2,263 Reduced 10.01%	20,342 $1.71 Billion
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $200,333 - $215,051	-2,573 Reduced 10.22%	22,605 $1.89 Billion
Q4 2023 Mar 04, 2024	BUY	$70.56 - $78.63 $87,564 - $97,579	1,241 Added 5.18%	25,178 $1.84 Billion
Q3 2023 Dec 01, 2023	BUY	$72.38 - $76.06 $160,683 - $168,853	2,220 Added 10.22%	23,937 $1.74 Billion
Q2 2023 Jul 18, 2023	SELL	$71.44 - $74.33 $17,002 - $17,690	-238 Reduced 1.08%	21,717 $1.61 Billion
Q1 2023 May 26, 2023	SELL	$69.12 - $73.78 $6.06 Million - $6.47 Million	-87,727 Reduced 79.98%	21,955 $1.62 Billion
Q3 2020 Nov 17, 2020	BUY	$60.74 - $66.36 $6.66 Million - $7.28 Million	109,682 New	109,682 $6.99 Million

Others Institutions Holding USMV

# of Institutions

1,484

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Fortis Group Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History