Concord Wealth Partners Ishares Msci Usa Min Vol Facto Transaction History

Concord Wealth Partners

  • $749 Million
  • Q4 2025

A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Concord Wealth Partners holds 5,663 shares of USMV stock, worth $533,454. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,663
Previous 5,874 3.59%
Holding current value
$533,454
Previous $558,000 4.48%
% of portfolio
0.07%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$92.34 - $95.43 $19,483 - $20,135
-211 Reduced 3.59%
5,663 $533,000
Q2 2025

Jul 25, 2025
BUY
$85.42 - $94.39 $24,003 - $26,523
281 Added 5.02%
5,874 $551,000
Q2 2024

Jul 31, 2024
SELL
$79.92 - $84.63 $2,077 - $2,200
-26 Reduced 0.46%
5,593 $469,000
Q1 2024

Apr 30, 2024
SELL
$77.86 - $83.58 $12,846 - $13,790
-165 Reduced 2.85%
5,619 $469,000
Q3 2023

Oct 25, 2023
BUY
$72.38 - $76.06 $84,105 - $88,381
1,162 Added 25.14%
5,784 $418,000
Q2 2023

Aug 07, 2023
BUY
$71.44 - $74.33 $55,937 - $58,200
783 Added 20.4%
4,622 $343,000
Q1 2023

Apr 26, 2023
SELL
$69.12 - $73.78 $317,537 - $338,945
-4,594 Reduced 54.48%
3,839 $279,000
Q4 2022

Jan 27, 2023
BUY
$65.75 - $75.5 $554,469 - $636,691
8,433 New
8,433 $608,000
Q2 2022

Aug 04, 2022
BUY
$66.73 - $79.1 $14,280 - $16,927
214 Added 12.25%
1,961 $138,000
Q1 2022

Apr 20, 2022
SELL
$71.88 - $80.4 $5,750 - $6,432
-80 Reduced 4.38%
1,747 $136,000
Q4 2021

Jan 21, 2022
BUY
$73.28 - $81.04 $133,882 - $148,060
1,827 New
1,827 $148,000

Others Institutions Holding USMV

# of Institutions
1,495
Shares Held
197M
Call Options Held
32.7K
Put Options Held
95.2K
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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