Berkshire Money Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Berkshire Money Management, Inc.

$840 Million
Q2 2025

A detailed history of Berkshire Money Management, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 270,650 shares of USMV stock, worth $25.1 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares

270,650

Holding current value

$25.1 Million

% of portfolio

3.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$85.42 - $94.39 $23.1 Million - $25.5 Million	270,650 New	270,650 $25.4 Million
Q3 2022 Oct 21, 2022	SELL	$66.1 - $76.63 $1.79 Million - $2.08 Million	-27,084 Reduced 45.77%	32,090 $2.12 Million
Q2 2022 Jul 14, 2022	BUY	$66.73 - $79.1 $3.95 Million - $4.68 Million	59,174 New	59,174 $4.16 Million
Q1 2020 Apr 15, 2020	SELL	$46.61 - $69.67 $5.27 Million - $7.88 Million	-113,161 Closed	0 $0
Q4 2019 Jan 09, 2020	SELL	$62.68 - $65.67 $337,657 - $353,764	-5,387 Reduced 4.54%	113,161 $7.42 Million
Q3 2019 Oct 21, 2019	SELL	$61.12 - $64.69 $4,095 - $4,334	-67 Reduced 0.06%	118,548 $7.6 Million
Q2 2019 Jul 29, 2019	SELL	$58.77 - $62.47 $466,339 - $495,699	-7,935 Reduced 6.27%	118,615 $7.32 Million
Q1 2019 Apr 24, 2019	SELL	$51.18 - $58.8 $15.9 Million - $18.3 Million	-311,396 Reduced 71.1%	126,550 $7.44 Million
Q4 2018 Feb 06, 2019	BUY	$49.77 - $57.05 $21.8 Million - $25 Million	437,946 New	437,946 $22.9 Million

Others Institutions Holding USMV

# of Institutions

1,458

Shares Held

204M

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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Berkshire Money Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History