Phillips Financial Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Phillips Financial Management, LLC

  • $1.32 Billion
  • Q2 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Phillips Financial Management, LLC holds 491 shares of USMV stock, worth $46,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares
491
Holding current value
$46,856
% of portfolio
0.0%

Shares

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

Jul 30, 2025
BUY
$85.42 - $94.39 $41,941 - $46,345
491 New
491 $46,000
Q1 2024

Apr 23, 2024
SELL
$77.86 - $83.58 $1,090 - $1,170
-14 Reduced 63.64%
8 $0
Q4 2023

Jan 25, 2024
BUY
$70.56 - $78.63 $1,552 - $1,729
22 New
22 $1,000

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email