Joel Adams & Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 5,977 shares of USMV stock, worth $554,904. This represents 0.5% of its overall portfolio holdings.

Number of Shares
5,977
Previous 8,154 26.7%
Holding current value
$554,904
Previous $764 Million 26.53%
% of portfolio
0.5%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$85.42 - $94.39 $185,959 - $205,487
-2,177 Reduced 26.7%
5,977 $561 Million
Q1 2025

Apr 22, 2025
SELL
$87.68 - $94.52 $133,098 - $143,481
-1,518 Reduced 15.69%
8,154 $764 Million
Q4 2024

Jan 31, 2025
BUY
$88.59 - $94.57 $856,842 - $914,681
9,672 New
9,672 $859 Million

Others Institutions Holding USMV

# of Institutions
1,456
Shares Held
204M
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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