A detailed history of Ball & CO Wealth Management Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 218,731 shares of USMV stock, worth $20.3 Million. This represents 21.88% of its overall portfolio holdings.

Number of Shares
218,731
Previous 212,769 2.8%
Holding current value
$20.3 Million
Previous $19.9 Million 3.04%
% of portfolio
21.88%
Previous 21.36%

Shares

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

Jul 24, 2025

BUY
$85.42 - $94.39 $509,274 - $562,753
5,962 Added 2.8%
218,731 $20.5 Million
Q1 2025

May 09, 2025

SELL
$87.68 - $94.52 $13.3 Million - $14.3 Million
-151,392 Reduced 41.57%
212,769 $19.9 Million
Q4 2024

Feb 20, 2025

BUY
$88.59 - $94.57 $32.3 Million - $34.4 Million
364,161 New
364,161 $32.3 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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