Legacy Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History

Legacy Advisory Services, LLC

$133 Billion
Q3 2025

A detailed history of Legacy Advisory Services, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 128,809 shares of USMV stock, worth $12.1 Million. This represents 9.22% of its overall portfolio holdings.

Number of Shares

128,809

Previous 79,037 62.97%

Holding current value

$12.1 Million

Previous $6.64 Billion 84.68%

% of portfolio

9.22%

Previous 6.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$92.18 - $95.14 $4.59 Million - $4.74 Million	49,772 Added 62.97%	128,809 $12.3 Billion
Q2 2025 Aug 14, 2025	BUY	$85.42 - $94.39 $1.65 Million - $1.82 Million	19,271 Added 18.13%	125,541 $11.8 Billion
Q1 2025 May 19, 2025	BUY	$87.68 - $94.52 $9.32 Million - $10 Million	106,270 New	106,270 $9.95 Billion
Q4 2024 Oct 17, 2025	BUY	$88.59 - $94.57 $1.66 Million - $1.78 Million	18,772 Added 23.61%	98,281 $8.73 Billion
Q3 2024 Oct 17, 2025	SELL	$83.76 - $91.82 $3.86 Million - $4.23 Million	-46,032 Reduced 36.67%	79,509 $7.26 Billion

Q2 2024 Oct 30, 2025	SELL	$79.92 - $84.63 $3.72 Million - $3.94 Million	-46,504 Reduced 37.04%	79,037 $6.64 Billion
Q2 2024 Oct 17, 2025	SELL	$79.92 - $84.63 $839,000 - $888,445	-10,498 Reduced 11.66%	79,509 $7.26 Billion
Q1 2024 Oct 17, 2025	BUY	$77.86 - $83.58 $736,944 - $791,084	9,465 Added 11.75%	90,007 $7.52 Billion
Q4 2023 Oct 17, 2025	SELL	$70.56 - $78.63 $3.18 Million - $3.54 Million	-44,999 Reduced 35.84%	80,542 $6.28 Billion

Others Institutions Holding USMV

# of Institutions

1,484

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Legacy Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History