Lodestone Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Lodestone Wealth Management LLC

  • $246 Billion
  • Q4 2025

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 2,051 shares of USMV stock, worth $193,204. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,051
Holding current value
$193,204
% of portfolio
0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$92.34 - $95.43 $189,389 - $195,726
2,051 New
2,051 $193 Million
Q3 2024

Oct 29, 2024
SELL
$83.76 - $91.82 $81,498 - $89,340
-973 Reduced 27.97%
2,506 $229 Million
Q2 2024

Jul 16, 2024
SELL
$79.92 - $84.63 $61,298 - $64,911
-767 Reduced 18.06%
3,479 $292 Million
Q1 2024

Apr 30, 2024
BUY
$77.86 - $83.58 $622 - $668
8 Added 0.19%
4,246 $355 Million
Q4 2023

Jan 24, 2024
SELL
$70.56 - $78.63 $30,481 - $33,968
-432 Reduced 9.25%
4,238 $331 Million
Q3 2023

Oct 20, 2023
SELL
$72.38 - $76.06 $367,835 - $386,536
-5,082 Reduced 52.11%
4,670 $338 Million
Q2 2023

Jul 25, 2023
SELL
$71.44 - $74.33 $1.12 Million - $1.16 Million
-15,615 Reduced 61.56%
9,752 $725 Million
Q1 2023

May 15, 2023
BUY
$69.12 - $73.78 $12,372 - $13,206
179 Added 0.71%
25,367 $1.85 Billion
Q4 2022

Feb 09, 2023
BUY
$65.75 - $75.5 $1.66 Million - $1.9 Million
25,188 New
25,188 $1.82 Billion

Others Institutions Holding USMV

# of Institutions
1,495
Shares Held
197M
Call Options Held
32.7K
Put Options Held
95.2K
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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