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

Milestone Investment Advisors LLC

$349 Million
Q1 2025

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 48,750 shares of USMV stock, worth $4.51 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

48,750

Previous 47,608 2.4%

Holding current value

$4.51 Million

Previous $4.23 Million 8.0%

% of portfolio

1.31%

Previous 1.17%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$87.68 - $94.52 $100,130 - $107,941	1,142 Added 2.4%	48,750 $4.57 Million
Q4 2024 Feb 12, 2025	SELL	$88.59 - $94.57 $20,730 - $22,129	-234 Reduced 0.49%	47,608 $4.23 Million
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

1,407

Shares Held

204M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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