W Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

W Advisors, LLC

$158 Million
Q1 2025

A detailed history of W Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, W Advisors, LLC holds 8,082 shares of USMV stock, worth $748,797. This represents 0.48% of its overall portfolio holdings.

Number of Shares

8,082

Previous 8,037 0.56%

Holding current value

$748,797

Previous $713,000 6.03%

% of portfolio

0.48%

Previous 0.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$87.68 - $94.52 $3,945 - $4,253	45 Added 0.56%	8,082 $756,000
Q4 2024 Jan 22, 2025	SELL	$88.59 - $94.57 $885 - $945	-10 Reduced 0.12%	8,037 $713,000
Q3 2024 Oct 28, 2024	SELL	$83.76 - $91.82 $3,769 - $4,131	-45 Reduced 0.56%	8,047 $734,000
Q2 2024 Aug 06, 2024	SELL	$79.92 - $84.63 $19,660 - $20,818	-246 Reduced 2.95%	8,092 $679,000
Q1 2024 Apr 25, 2024	SELL	$77.86 - $83.58 $233,891 - $251,074	-3,004 Reduced 26.49%	8,338 $696,000
Q4 2023 Feb 06, 2024	SELL	$70.56 - $78.63 $126,584 - $141,062	-1,794 Reduced 13.66%	11,342 $885,000
Q3 2023 Nov 13, 2023	SELL	$72.38 - $76.06 $140,344 - $147,480	-1,939 Reduced 12.86%	13,136 $950,000
Q2 2023 Aug 03, 2023	BUY	$71.44 - $74.33 $159,239 - $165,681	2,229 Added 17.35%	15,075 $1.12 Million
Q1 2023 Aug 07, 2023	SELL	$69.12 - $73.78 $6,704 - $7,156	-97 Reduced 0.64%	14,978 $1.09 Million
Q4 2022 Feb 06, 2023	BUY	$65.75 - $75.5 $7,035 - $8,078	107 Added 0.84%	12,846 $926,000
Q3 2022 Oct 24, 2022	BUY	$66.1 - $76.63 $213,767 - $247,821	3,234 Added 34.02%	12,739 $843,000
Q2 2022 Aug 26, 2022	SELL	$66.73 - $79.1 $41,172 - $48,804	-617 Reduced 6.1%	9,505 $667,000
Q1 2022 Aug 26, 2022	BUY	$71.88 - $80.4 $135,493 - $151,554	1,885 Added 22.88%	10,122 $785,000
Q4 2021 Aug 15, 2022	BUY	$73.28 - $81.04 $603,607 - $667,526	8,237 New	8,237 $666,000

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of W Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on W Advisors, LLC with notifications on news.

Account