Caliber Wealth Management, LLC / Ks Ishares Msci Usa Min Vol Facto Transaction History

Caliber Wealth Management, LLC / Ks

  • $930 Billion
  • Q2 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 53,095 shares of USMV stock, worth $5.07 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
53,095
Previous 52,221 1.67%
Holding current value
$5.07 Million
Previous $4.89 Billion 1.9%
% of portfolio
0.54%
Previous 0.67%

Shares

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

Jul 30, 2025
BUY
$85.42 - $94.39 $74,657 - $82,496
874 Added 1.67%
53,095 $4.98 Billion
Q1 2025

May 06, 2025
BUY
$87.68 - $94.52 $4.58 Million - $4.94 Million
52,221 New
52,221 $4.89 Billion

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 Caliber Wealth Management, LLC / Ks Portfolio

Follow Caliber Wealth Management, LLC / Ks 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 Caliber Wealth Management, LLC / Ks, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC / Ks with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email