Marshall & Sterling Wealth Advisors Inc. Ishares Msci Usa Min Vol Facto Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 2,452 shares of USMV stock, worth $229,286. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,452
Previous 2,872 14.62%
Holding current value
$229,286
Previous $255 Million 9.91%
% of portfolio
0.16%
Previous 0.18%

Shares

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

May 15, 2025
SELL
$87.68 - $94.52 $36,825 - $39,698
-420 Reduced 14.62%
2,452 $230 Million
Q4 2024

Feb 14, 2025
BUY
$88.59 - $94.57 $254,430 - $271,605
2,872 New
2,872 $255 Million

Others Institutions Holding USMV

# of Institutions
1,445
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
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