A detailed history of Lifeworks Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 6,259 shares of USMV stock, worth $589,597. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,259
Previous 6,372 1.77%
Holding current value
$589,597
Previous $598,000 0.5%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$92.18 - $95.14 $10,416 - $10,750
-113 Reduced 1.77%
6,259 $595,000
Q2 2025

Aug 04, 2025

BUY
$85.42 - $94.39 $544,296 - $601,453
6,372 New
6,372 $598,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.