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

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 48,745 shares of USMV stock, worth $4.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
48,745
Previous 53,226 8.42%
Holding current value
$4.65 Million
Previous $4.99 Million 8.22%
% of portfolio
0.11%
Previous 0.14%

Shares

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

Jul 28, 2025
SELL
$85.42 - $94.39 $382,767 - $422,961
-4,481 Reduced 8.42%
48,745 $4.58 Million
Q1 2025

Apr 30, 2025
SELL
$87.68 - $94.52 $2.02 Million - $2.17 Million
-22,986 Reduced 30.16%
53,226 $4.99 Million
Q4 2024

Feb 10, 2025
SELL
$88.59 - $94.57 $515,859 - $550,681
-5,823 Reduced 7.1%
76,212 $6.77 Million
Q3 2024

Nov 04, 2024
SELL
$83.76 - $91.82 $4.51 Million - $4.95 Million
-53,870 Reduced 39.64%
82,035 $7.49 Million
Q2 2024

Aug 09, 2024
SELL
$79.92 - $84.63 $734,145 - $777,411
-9,186 Reduced 6.33%
135,905 $11.4 Million
Q1 2024

May 14, 2024
SELL
$77.86 - $83.58 $510,528 - $548,034
-6,557 Reduced 4.32%
145,091 $12.1 Million
Q4 2023

Feb 06, 2024
SELL
$70.56 - $78.63 $6.78 Million - $7.56 Million
-96,127 Reduced 38.8%
151,648 $11.8 Million
Q3 2023

Nov 14, 2023
BUY
$72.38 - $76.06 $17.9 Million - $18.8 Million
247,775 New
247,775 $17.9 Million
Q4 2022

Feb 14, 2023
BUY
$65.75 - $75.5 $196,395 - $225,518
2,987 New
2,987 $215,000
Q1 2022

Aug 11, 2022
SELL
$71.88 - $80.4 $204,642 - $228,898
-2,847 Closed
0 $0
Q4 2021

Aug 11, 2022
BUY
$73.28 - $81.04 $208,628 - $230,720
2,847 New
2,847 $230,000

Others Institutions Holding USMV

# of Institutions
1,463
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 Axxcess Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email