Aries Wealth Management Ishares Msci Usa Min Vol Facto Transaction History

Aries Wealth Management

$361 Million
Q1 2025

A detailed history of Aries Wealth Management transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Aries Wealth Management holds 39,141 shares of USMV stock, worth $3.69 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

39,141

Previous 40,624 3.65%

Holding current value

$3.69 Million

Previous $3.61 Million 1.61%

% of portfolio

1.02%

Previous 1.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$87.68 - $94.52 $130,029 - $140,173	-1,483 Reduced 3.65%	39,141 $3.67 Million
Q4 2024 Jan 29, 2025	SELL	$88.59 - $94.57 $4,872 - $5,201	-55 Reduced 0.14%	40,624 $3.61 Million
Q3 2024 Oct 31, 2024	BUY	$83.76 - $91.82 $23,117 - $25,342	276 Added 0.68%	40,679 $3.71 Million
Q2 2024 Jul 25, 2024	BUY	$79.92 - $84.63 $180,938 - $191,602	2,264 Added 5.94%	40,403 $3.39 Million
Q1 2024 May 02, 2024	BUY	$77.86 - $83.58 $117,257 - $125,871	1,506 Added 4.11%	38,139 $3.19 Million
Q4 2023 Jan 10, 2024	BUY	$70.56 - $78.63 $83,613 - $93,176	1,185 Added 3.34%	36,633 $2.86 Million
Q3 2023 Oct 19, 2023	BUY	$72.38 - $76.06 $56,528 - $59,402	781 Added 2.25%	35,448 $2.57 Million
Q2 2023 Jul 13, 2023	BUY	$71.44 - $74.33 $67,868 - $70,613	950 Added 2.82%	34,667 $2.58 Million
Q1 2023 Apr 11, 2023	BUY	$69.12 - $73.78 $54,604 - $58,286	790 Added 2.4%	33,717 $2.45 Million
Q4 2022 Jan 18, 2023	BUY	$65.75 - $75.5 $160,890 - $184,748	2,447 Added 8.03%	32,927 $0
Q3 2022 Nov 02, 2022	BUY	$66.1 - $76.63 $213,172 - $247,131	3,225 Added 11.83%	30,480 $2.17 Million
Q2 2022 Jul 27, 2022	BUY	$66.73 - $79.1 $1.82 Million - $2.16 Million	27,255 New	27,255 $1.91 Million
Q1 2022 Apr 25, 2022	SELL	$71.88 - $80.4 $1.42 Million - $1.59 Million	-19,750 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$73.28 - $81.04 $8.68 Million - $9.6 Million	-118,500 Reduced 85.71%	19,750 $1.6 Million
Q4 2021 Jan 18, 2022	BUY	$73.28 - $81.04 $8.69 Million - $9.61 Million	118,600 Added 603.56%	138,250 $11.2 Million
Q3 2021 Oct 13, 2021	BUY	$73.5 - $78.28 $19,257 - $20,509	262 Added 1.35%	19,650 $1.44 Million
Q2 2021 Jul 14, 2021	BUY	$69.72 - $73.7 $25,378 - $26,826	364 Added 1.91%	19,388 $1.43 Million
Q1 2021 Apr 20, 2021	BUY	$65.18 - $69.88 $7,430 - $7,966	114 Added 0.6%	19,024 $1.35 Million
Q4 2020 Jan 22, 2021	BUY	$61.66 - $67.88 $5,241 - $5,769	85 Added 0.45%	18,910 $1.29 Million
Q3 2020 Oct 14, 2020	BUY	$60.74 - $66.36 $2,065 - $2,256	34 Added 0.18%	18,825 $1.2 Million
Q2 2020 Jul 09, 2020	BUY	$51.94 - $64.01 $126,058 - $155,352	2,427 Added 14.83%	18,791 $1.14 Million
Q1 2020 Apr 09, 2020	BUY	$46.61 - $69.67 $168,914 - $252,484	3,624 Added 28.45%	16,364 $869,000
Q4 2019 Jan 13, 2020	BUY	$62.68 - $65.67 $26,639 - $27,909	425 Added 3.45%	12,740 $838,000
Q3 2019 Oct 22, 2019	BUY	$61.12 - $64.69 $53,663 - $56,797	878 Added 7.68%	12,315 $785,000
Q2 2019 Jul 15, 2019	BUY	$58.77 - $62.47 $196,115 - $208,462	3,337 Added 41.2%	11,437 $720,000
Q1 2019 Apr 09, 2019	BUY	$51.18 - $58.8 $414,558 - $476,280	8,100 New	8,100 $476,000

Others Institutions Holding USMV

# of Institutions

1,451

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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Aries Wealth Management Ishares Msci Usa Min Vol Facto Transaction History