Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,624,202 shares of USMV stock, worth $619 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

6,624,202

Previous 3,271,611 102.48%

Holding current value

$619 Million

Previous $290 Million 113.58%

% of portfolio

1.27%

Previous 0.59%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$87.68 - $94.52 $294 Million - $317 Million	3,352,591 Added 102.48%	6,624,202 $620 Million
Q4 2024 Mar 17, 2025	BUY	$88.59 - $94.57 $4.06 Million - $4.34 Million	45,872 Added 1.42%	3,271,611 $290 Million
Q4 2024 Jan 10, 2025	BUY	$88.59 - $94.57 $1.93 Million - $2.06 Million	21,739 Added 0.68%	3,225,739 $286 Million
Q3 2024 Oct 23, 2024	BUY	$83.76 - $91.82 $163,918 - $179,691	1,957 Added 0.06%	3,204,000 $293 Million
Q2 2024 Jul 16, 2024	BUY	$79.92 - $84.63 $2.53 Million - $2.68 Million	31,625 Added 1.0%	3,202,043 $269 Million
Q1 2024 Apr 15, 2024	BUY	$77.86 - $83.58 $58.8 Million - $63.1 Million	755,493 Added 31.28%	3,170,418 $265 Million
Q4 2023 Jan 30, 2024	SELL	$70.56 - $78.63 $2.87 Million - $3.2 Million	-40,725 Reduced 1.66%	2,414,925 $188 Million
Q3 2023 Nov 13, 2023	BUY	$72.38 - $76.06 $159 Million - $167 Million	2,193,948 Added 838.34%	2,455,650 $178 Million
Q2 2023 Jul 21, 2023	SELL	$71.44 - $74.33 $594,666 - $618,722	-8,324 Reduced 3.08%	261,702 $19.5 Million
Q1 2023 Apr 25, 2023	BUY	$69.12 - $73.78 $1.63 Million - $1.74 Million	23,565 Added 9.56%	270,026 $19.6 Million
Q4 2022 Feb 01, 2023	BUY	$65.75 - $75.5 $834,367 - $958,095	12,690 Added 5.43%	246,461 $17.8 Million
Q3 2022 Oct 17, 2022	BUY	$66.1 - $76.63 $2.62 Million - $3.03 Million	39,573 Added 20.38%	233,771 $15.5 Million
Q2 2022 Jul 18, 2022	BUY	$66.73 - $79.1 $2.21 Million - $2.62 Million	33,071 Added 20.52%	194,198 $13.9 Million
Q1 2022 Apr 18, 2022	BUY	$71.88 - $80.4 $1.24 Million - $1.39 Million	17,295 Added 12.02%	161,127 $12.6 Million
Q4 2021 Feb 08, 2022	BUY	$73.28 - $81.04 $1.53 Million - $1.69 Million	20,826 Added 16.93%	143,832 $10.9 Million
Q3 2021 Nov 03, 2021	BUY	$73.5 - $78.28 $1.18 Million - $1.25 Million	16,007 Added 14.96%	123,006 $9.55 Million
Q2 2021 Aug 10, 2021	BUY	$69.72 - $73.7 $826,670 - $873,860	11,857 Added 12.46%	106,999 $8.05 Million
Q1 2021 May 12, 2021	BUY	$65.18 - $69.88 $996,211 - $1.07 Million	15,284 Added 19.14%	95,142 $6.71 Million
Q4 2020 Feb 10, 2021	BUY	$61.66 - $67.88 $766,803 - $844,155	12,436 Added 18.45%	79,858 $5.37 Million
Q3 2020 Nov 12, 2020	SELL	$60.74 - $66.36 $182 - $199	-3 Reduced -0.0%	67,422 $4.47 Million
Q2 2020 Oct 13, 2020	BUY	$51.94 - $64.01 $3.5 Million - $4.32 Million	67,425 New	67,425 $4.29 Million
Q2 2020 Aug 10, 2020	SELL	$51.94 - $64.01 $4.39 Million - $5.41 Million	-84,511 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$46.61 - $69.67 $1.6 Million - $2.38 Million	34,222 Added 68.05%	84,511 $5.02 Million
Q4 2019 Feb 05, 2020	BUY	$62.68 - $65.67 $687,035 - $719,808	10,961 Added 27.87%	50,289 $3.3 Million
Q3 2019 Nov 06, 2019	BUY	$61.12 - $64.69 $1.35 Million - $1.43 Million	22,151 Added 128.96%	39,328 $2.51 Million
Q2 2019 Aug 02, 2019	BUY	$58.77 - $62.47 $489,671 - $520,500	8,332 Added 94.2%	17,177 $1.09 Million
Q1 2019 Apr 30, 2019	BUY	$51.18 - $58.8 $452,687 - $520,086	8,845 New	8,845 $525,000

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
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Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History