Kingswood Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 135,502 shares of USMV stock, worth $12.6 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
135,502
Previous 87,227 55.34%
Holding current value
$12.6 Million
Previous $7.74 Billion 63.81%
% of portfolio
0.48%
Previous 0.58%

Shares

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

Apr 21, 2025
BUY
$87.68 - $94.52 $4.23 Million - $4.56 Million
48,275 Added 55.34%
135,502 $12.7 Billion
Q4 2024

Jan 22, 2025
BUY
$88.59 - $94.57 $3.02 Million - $3.22 Million
34,066 Added 64.08%
87,227 $7.74 Billion
Q3 2024

Oct 21, 2024
SELL
$83.76 - $91.82 $1.15 Million - $1.27 Million
-13,779 Reduced 20.58%
53,161 $4.85 Billion
Q2 2024

Jul 09, 2024
BUY
$79.92 - $84.63 $1.34 Million - $1.42 Million
16,744 Added 33.36%
66,940 $5.62 Billion
Q1 2024

Apr 15, 2024
SELL
$77.86 - $83.58 $769,723 - $826,271
-9,886 Reduced 16.45%
50,196 $4.2 Billion
Q4 2023

Jan 16, 2024
BUY
$70.56 - $78.63 $2.2 Million - $2.45 Million
31,142 Added 107.61%
60,082 $4.69 Billion
Q3 2023

Oct 23, 2023
BUY
$72.38 - $76.06 $1.43 Million - $1.5 Million
19,769 Added 215.56%
28,940 $2.09 Billion
Q2 2023

Aug 09, 2023
BUY
$71.44 - $74.33 $655,176 - $681,680
9,171 New
9,171 $682 Million

Others Institutions Holding USMV

# of Institutions
1,444
Shares Held
205M
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC 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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email