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

Milestone Investment Advisors LLC

$370 Million
Q1 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 48,314 shares of USMV stock, worth $4.06 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

48,314

Previous 49,718 2.82%

Holding current value

$4.06 Million

Previous $3.88 Million 4.1%

% of portfolio

1.09%

Previous 1.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$69.45 - $75.5 $4.62 Million - $5.02 Million	66,466 New	66,466 $4.79 Billion

Others Institutions Holding USMV

# of Institutions

1,241

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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