Heritage Wealth Advisors Ishares Msci Usa Min Vol Facto Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

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 180 shares of USMV stock, worth $16,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$16,956
Previous $16,000 6.25%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 08, 2025
SELL
$87.68 - $94.52 $31,915 - $34,405
-364 Reduced 66.91%
180 $16,000
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
1,483
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
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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