Caldwell Trust CO Ishares Msci Usa Min Vol Facto Transaction History

Caldwell Trust CO

  • $1 Trillion
  • Q2 2025

A detailed history of Caldwell Trust CO transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Caldwell Trust CO holds 1,595 shares of USMV stock, worth $152,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,595
Holding current value
$152,210
% of portfolio
0.01%

Shares

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

Sep 22, 2025
BUY
$85.42 - $94.39 $136,244 - $150,552
1,595 New
1,595 $150 Million
Q3 2024

Sep 24, 2025
SELL
$83.76 - $91.82 $20,186 - $22,128
-241 Reduced 13.13%
1,595 $146 Million
Q1 2024

Sep 24, 2025
BUY
$77.86 - $83.58 $18,764 - $20,142
241 Added 15.11%
1,836 $153 Million
Q4 2023

Oct 01, 2025
BUY
$70.56 - $78.63 $27,871 - $31,058
395 Added 41.98%
1,336 $104 Million
Q1 2023

Oct 01, 2025
SELL
$69.12 - $73.78 $45,204 - $48,252
-654 Reduced 41.0%
941 $68.4 Million
Q3 2022

Oct 01, 2025
SELL
$66.1 - $76.63 $33,975 - $39,387
-514 Reduced 32.23%
1,081 $71.5 Million
Q2 2022

Oct 01, 2025
BUY
$66.73 - $79.1 $18,751 - $22,227
281 Added 35.13%
1,081 $75.9 Million
Q1 2022

Oct 01, 2025
SELL
$71.88 - $80.4 $57,144 - $63,918
-795 Reduced 49.84%
800 $62.1 Million
Q1 2021

Oct 02, 2025
SELL
$65.18 - $69.88 $51,818 - $55,554
-795 Reduced 49.84%
800 $55.4 Million
Q4 2020

Oct 02, 2025
SELL
$61.66 - $67.88 $49,019 - $53,964
-795 Reduced 49.84%
800 $54.3 Million
Q1 2020

Oct 02, 2025
SELL
$46.61 - $69.67 $37,054 - $55,387
-795 Reduced 49.84%
800 $43.2 Million
Q4 2019

Oct 06, 2025
SELL
$62.68 - $65.67 $49,830 - $52,207
-795 Reduced 49.84%
800 $52.5 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
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