Heritage Wealth Advisors Ishares Msci Usa Min Vol Facto Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Heritage Wealth Advisors holds 544 shares of USMV stock, worth $50,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
544
Previous 427 27.4%
Holding current value
$50,624
Previous $38,000 26.32%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$88.59 - $94.57 $10,365 - $11,064
117 Added 27.4%
544 $48,000
Q3 2024

Nov 12, 2024
BUY
$83.76 - $91.82 $35,765 - $39,207
427 New
427 $38,000

Others Institutions Holding USMV

# of Institutions
1,384
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email