Jfs Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Jfs Wealth Advisors, LLC

$1.56 Billion
Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 6,390 shares of USMV stock, worth $609,797. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,390

Previous 7,687 16.87%

Holding current value

$609,797

Previous $719,000 16.69%

% of portfolio

0.04%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$85.42 - $94.39 $110,789 - $122,423	-1,297 Reduced 16.87%	6,390 $599,000
Q1 2025 Apr 22, 2025	BUY	$87.68 - $94.52 $332,745 - $358,703	3,795 Added 97.51%	7,687 $719,000
Q3 2024 Oct 25, 2024	BUY	$83.76 - $91.82 $37,608 - $41,227	449 Added 13.04%	3,892 $355,000
Q2 2024 Jul 15, 2024	SELL	$79.92 - $84.63 $176,143 - $186,524	-2,204 Reduced 39.03%	3,443 $289,000
Q1 2024 Apr 30, 2024	BUY	$77.86 - $83.58 $135,009 - $144,927	1,734 Added 44.31%	5,647 $471,000
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $118,611 - $132,177	1,681 Added 75.31%	3,913 $305,000
Q3 2023 Nov 02, 2023	BUY	$72.38 - $76.06 $117,617 - $123,597	1,625 Added 267.71%	2,232 $161,000
Q2 2023 Aug 07, 2023	BUY	$71.44 - $74.33 $7,501 - $7,804	105 Added 20.92%	607 $45,000
Q1 2022 May 02, 2022	SELL	$71.88 - $80.4 $503 - $562	-7 Reduced 1.38%	502 $39,000
Q4 2021 Feb 03, 2022	BUY	$73.28 - $81.04 $512 - $567	7 Added 1.39%	509 $41,000
Q3 2021 Nov 09, 2021	BUY	$73.5 - $78.28 $36,897 - $39,296	502 New	502 $37,000

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

Ticker USMV
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History