Bell Investment Advisors, Inc Ishares Msci Usa Min Vol Facto Transaction History

Bell Investment Advisors, Inc

  • $574 Million
  • Q2 2025

A detailed history of Bell Investment Advisors, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 38,475 shares of USMV stock, worth $3.67 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
38,475
Previous 38,390 0.22%
Holding current value
$3.67 Million
Previous $3.6 Million 0.45%
% of portfolio
0.63%
Previous 0.67%

Shares

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

Aug 08, 2025
BUY
$85.42 - $94.39 $7,260 - $8,023
85 Added 0.22%
38,475 $3.61 Million
Q1 2025

May 15, 2025
SELL
$87.68 - $94.52 $4,822 - $5,198
-55 Reduced 0.14%
38,390 $3.6 Million
Q4 2024

Feb 07, 2025
SELL
$88.59 - $94.57 $5,669 - $6,052
-64 Reduced 0.17%
38,445 $3.41 Million
Q3 2024

Nov 13, 2024
BUY
$83.76 - $91.82 $957,544 - $1.05 Million
11,432 Added 42.22%
38,509 $3.52 Million
Q2 2024

Aug 07, 2024
SELL
$79.92 - $84.63 $17,422 - $18,449
-218 Reduced 0.8%
27,077 $2.27 Million
Q1 2024

May 08, 2024
SELL
$77.86 - $83.58 $218,397 - $234,441
-2,805 Reduced 9.32%
27,295 $2.28 Million
Q4 2023

Feb 14, 2024
SELL
$70.56 - $78.63 $341,933 - $381,040
-4,846 Reduced 13.87%
30,100 $2.35 Million
Q3 2023

Nov 08, 2023
SELL
$72.38 - $76.06 $23,668 - $24,871
-327 Reduced 0.93%
34,946 $2.53 Million
Q2 2023

Aug 09, 2023
BUY
$71.44 - $74.33 $49,222 - $51,213
689 Added 1.99%
35,273 $2.62 Million
Q1 2023

May 10, 2023
BUY
$69.12 - $73.78 $629,821 - $672,283
9,112 Added 35.77%
34,584 $2.52 Million
Q4 2022

Feb 08, 2023
BUY
$65.75 - $75.5 $282,133 - $323,970
4,291 Added 20.26%
25,472 $1.84 Million
Q3 2022

Nov 09, 2022
SELL
$66.1 - $76.63 $71,586 - $82,990
-1,083 Reduced 4.86%
21,181 $1.4 Million
Q2 2022

Aug 12, 2022
SELL
$66.73 - $79.1 $86,882 - $102,988
-1,302 Reduced 5.52%
22,264 $1.56 Million
Q4 2021

Feb 14, 2022
SELL
$73.28 - $81.04 $4,103 - $4,538
-56 Reduced 0.24%
23,566 $1.91 Million
Q3 2021

Nov 12, 2021
BUY
$73.5 - $78.28 $1.74 Million - $1.85 Million
23,622 New
23,622 $1.74 Million

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 Bell Investment Advisors, Inc Portfolio

Follow Bell Investment Advisors, Inc 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 Bell Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bell Investment Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email