Kathleen S. Wright Associates Inc. Ishares Msci Usa Min Vol Facto Transaction History

Kathleen S. Wright Associates Inc.

  • $244 Million
  • Q2 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 63,897 shares of USMV stock, worth $5.93 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
63,897
Previous 62,392 2.41%
Holding current value
$5.93 Million
Previous $5.84 Million 2.65%
% of portfolio
2.46%
Previous 2.37%

Shares

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

Jul 31, 2025
BUY
$85.42 - $94.39 $128,557 - $142,056
1,505 Added 2.41%
63,897 $6 Million
Q1 2025

May 05, 2025
BUY
$87.68 - $94.52 $9,031 - $9,735
103 Added 0.17%
62,392 $5.84 Million
Q4 2024

Jan 24, 2025
BUY
$88.59 - $94.57 $159,816 - $170,604
1,804 Added 2.98%
62,289 $5.53 Million
Q3 2024

Oct 11, 2024
SELL
$83.76 - $91.82 $106,291 - $116,519
-1,269 Reduced 2.05%
60,485 $5.52 Million
Q2 2024

Jul 17, 2024
SELL
$79.92 - $84.63 $279,400 - $295,866
-3,496 Reduced 5.36%
61,754 $5.18 Million
Q1 2024

Apr 17, 2024
SELL
$77.86 - $83.58 $134,931 - $144,844
-1,733 Reduced 2.59%
65,250 $5.45 Million
Q4 2023

Jan 31, 2024
SELL
$70.56 - $78.63 $417,856 - $465,646
-5,922 Reduced 8.12%
66,983 $5.23 Million
Q3 2023

Oct 20, 2023
BUY
$72.38 - $76.06 $316,011 - $332,077
4,366 Added 6.37%
72,905 $5.28 Million
Q2 2023

Jul 20, 2023
BUY
$71.44 - $74.33 $337,696 - $351,357
4,727 Added 7.41%
68,539 $5.09 Million
Q1 2023

Apr 21, 2023
BUY
$69.12 - $73.78 $171,555 - $183,121
2,482 Added 4.05%
63,812 $4.64 Million
Q4 2022

Feb 01, 2023
BUY
$65.75 - $75.5 $672,491 - $772,214
10,228 Added 20.01%
61,330 $4.42 Million
Q3 2022

Oct 18, 2022
BUY
$66.1 - $76.63 $114,815 - $133,106
1,737 Added 3.52%
51,102 $3.38 Million
Q2 2022

Jul 15, 2022
BUY
$66.73 - $79.1 $62,259 - $73,800
933 Added 1.93%
49,365 $3.47 Million
Q1 2022

Apr 29, 2022
BUY
$71.88 - $80.4 $2,084 - $2,331
29 Added 0.06%
48,432 $3.76 Million
Q4 2021

Feb 02, 2022
BUY
$73.28 - $81.04 $3.55 Million - $3.92 Million
48,403 New
48,403 $3.92 Million

Others Institutions Holding USMV

# of Institutions
1,457
Shares Held
204M
Call Options Held
12.5K
Put Options Held
47.4K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

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