Apex Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Apex Wealth Management, LLC

  • $125 Billion
  • Q2 2025

A detailed history of Apex Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Apex Wealth Management, LLC holds 3,933 shares of USMV stock, worth $375,326. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,933
Previous 3,920 0.33%
Holding current value
$375,326
Previous $367 Million 0.55%
% of portfolio
0.3%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$85.42 - $94.39 $1,110 - $1,227
13 Added 0.33%
3,933 $369 Million
Q1 2025

Apr 29, 2025
SELL
$87.68 - $94.52 $23,498 - $25,331
-268 Reduced 6.4%
3,920 $367 Million
Q4 2024

Feb 14, 2025
BUY
$88.59 - $94.57 $371,014 - $396,059
4,188 New
4,188 $372 Million

Others Institutions Holding USMV

# of Institutions
1,462
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
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 Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, 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 Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email