Holistic Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Holistic Planning, LLC holds 10,120 shares of USMV stock, worth $965,751. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,120
Previous 9,557 5.89%
Holding current value
$965,751
Previous $895 Million 6.13%
% of portfolio
0.27%
Previous 0.3%

Shares

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

Jul 28, 2025
BUY
$85.42 - $94.39 $48,091 - $53,141
563 Added 5.89%
10,120 $950 Million
Q4 2024

Jan 24, 2025
SELL
$88.59 - $94.57 $24,362 - $26,006
-275 Reduced 2.8%
9,557 $849 Million
Q3 2024

Nov 01, 2024
BUY
$83.76 - $91.82 $495,859 - $543,574
5,920 Added 151.33%
9,832 $898 Million
Q1 2024

May 01, 2024
SELL
$77.86 - $83.58 $18,764 - $20,142
-241 Reduced 5.8%
3,912 $327 Million
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $293,035 - $326,550
4,153 New
4,153 $324 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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