Merkkuri Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Merkkuri Wealth Advisors LLC

  • $117 Billion
  • Q1 2025

A detailed history of Merkkuri Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Merkkuri Wealth Advisors LLC holds 2,604 shares of USMV stock, worth $240,974. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,604
Previous 2,310 12.73%
Holding current value
$240,974
Previous $205 Million 18.9%
% of portfolio
0.21%
Previous 0.16%

Shares

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

Apr 22, 2025
BUY
$87.68 - $94.52 $25,777 - $27,788
294 Added 12.73%
2,604 $244 Million
Q4 2024

Jan 21, 2025
SELL
$88.59 - $94.57 $30,297 - $32,342
-342 Reduced 12.9%
2,310 $205 Million
Q3 2024

Oct 23, 2024
SELL
$83.76 - $91.82 $57,878 - $63,447
-691 Reduced 20.67%
2,652 $242 Million
Q2 2024

Oct 23, 2024
BUY
$79.92 - $84.63 $267,172 - $282,918
3,343 New
3,343 $281 Million

Others Institutions Holding USMV

# of Institutions
1,423
Shares Held
204M
Call Options Held
8.5K
Put Options Held
33.9K
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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