Delta Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

A detailed history of Delta Wealth Advisors LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Delta Wealth Advisors LLC holds 33,410 shares of USMV stock, worth $3.19 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

33,410

Previous 36,900 9.46%

Holding current value

$3.19 Million

Previous $3.46 Billion 9.25%

% of portfolio

2.63%

Previous 3.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Oct 10, 2025	SELL	$85.42 - $94.39 $298,115 - $329,421	-3,490 Reduced 9.46%	33,410 $3.14 Billion
Q1 2025 Oct 10, 2025	BUY	$87.68 - $94.52 $278,033 - $299,722	3,171 Added 9.4%	36,900 $3.46 Billion
Q4 2024 Oct 10, 2025	SELL	$88.59 - $94.57 $112,420 - $120,009	-1,269 Reduced 3.63%	33,729 $2.99 Billion
Q3 2024 Oct 10, 2025	SELL	$83.76 - $91.82 $893,719 - $979,719	-10,670 Reduced 23.36%	34,998 $3.2 Billion
Q2 2024 Oct 10, 2025	BUY	$79.92 - $84.63 $136,023 - $144,040	1,702 Added 3.87%	45,668 $3.83 Billion
Q1 2024 Oct 10, 2025	BUY	$77.86 - $83.58 $3.42 Million - $3.67 Million	43,966 New	43,966 $3.67 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

Ticker USMV
Sector ETFs
Industry ETFs

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Delta Wealth Advisors LLC Ishares Msci Usa Min Vol Facto Transaction History