Milestone Investment Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Milestone Investment Advisors LLC

  • $351 Million
  • Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 47,842 shares of USMV stock, worth $4.36 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
47,842
Previous 47,681 0.34%
Holding current value
$4.36 Million
Previous $4 Million 9.12%
% of portfolio
1.24%
Previous 1.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$83.76 - $91.82 $13,485 - $14,783
161 Added 0.34%
47,842 $4.37 Million
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $50,589 - $53,570
-633 Reduced 1.31%
47,681 $4 Million
Q1 2024

May 14, 2024
SELL
$77.86 - $83.58 $109,315 - $117,346
-1,404 Reduced 2.82%
48,314 $4.04 Million
Q4 2023

Feb 09, 2024
SELL
$70.56 - $78.63 $656,349 - $731,416
-9,302 Reduced 15.76%
49,718 $3.88 Million
Q3 2023

Nov 08, 2023
SELL
$72.38 - $76.06 $96,120 - $101,007
-1,328 Reduced 2.2%
59,020 $4.27 Million
Q2 2023

Aug 02, 2023
SELL
$71.44 - $74.33 $371,773 - $386,813
-5,204 Reduced 7.94%
60,348 $4.49 Million
Q1 2023

May 16, 2023
SELL
$69.12 - $73.78 $63,175 - $67,434
-914 Reduced 1.38%
65,552 $4.77 Million
Q4 2022

Mar 15, 2023
BUY
$65.75 - $75.5 $4.37 Million - $5.02 Million
66,466 New
66,466 $4.79 Billion

Others Institutions Holding USMV

# of Institutions
1,277
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

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

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email