Confluence Wealth Services, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,506 shares of USMV stock, worth $239,147. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,506
Holding current value
$239,147
% of portfolio
0.01%

Shares

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

Jul 22, 2025
BUY
$85.42 - $94.39 $214,062 - $236,541
2,506 New
2,506 $235,000
Q4 2024

Jan 27, 2025
SELL
$88.59 - $94.57 $3.24 Million - $3.46 Million
-36,597 Reduced 90.34%
3,915 $347,000
Q3 2024

Oct 29, 2024
BUY
$83.76 - $91.82 $144,234 - $158,114
1,722 Added 4.44%
40,512 $3.7 Million
Q2 2024

Jul 31, 2024
BUY
$79.92 - $84.63 $99,340 - $105,195
1,243 Added 3.31%
38,790 $3.26 Million
Q1 2024

Apr 22, 2024
SELL
$77.86 - $83.58 $1.24 Million - $1.33 Million
-15,970 Reduced 29.84%
37,547 $3.14 Million
Q4 2023

Jan 25, 2024
BUY
$70.56 - $78.63 $3.78 Million - $4.21 Million
53,517 New
53,517 $4.18 Million
Q2 2022

Aug 15, 2022
SELL
$66.73 - $79.1 $175,099 - $207,558
-2,624 Closed
0 $0
Q1 2022

Apr 26, 2022
SELL
$71.88 - $80.4 $142,106 - $158,950
-1,977 Reduced 42.97%
2,624 $203,000
Q4 2021

Feb 10, 2022
BUY
$73.28 - $81.04 $337,161 - $372,865
4,601 New
4,601 $372,000

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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email