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

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 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 2,436 shares of USMV stock, worth $232,467. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,436
Previous 2,452 0.65%
Holding current value
$232,467
Previous $230 Million 0.57%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Aug 12, 2025
SELL
$85.42 - $94.39 $1,366 - $1,510
-16 Reduced 0.65%
2,436 $228 Million
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
1,462
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
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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