Pinnacle Wealth Planning Services, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 8,618 shares of USMV stock, worth $811,815. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,618
Previous 8,626 0.09%
Holding current value
$811,815
Previous $809,000 1.24%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$92.18 - $95.14 $737 - $761
-8 Reduced 0.09%
8,618 $819,000
Q2 2025

Aug 11, 2025
BUY
$85.42 - $94.39 $64,748 - $71,547
758 Added 9.63%
8,626 $809,000
Q1 2025

May 15, 2025
BUY
$87.68 - $94.52 $32,792 - $35,350
374 Added 4.99%
7,868 $736,000
Q4 2024

Feb 06, 2025
BUY
$88.59 - $94.57 $663,893 - $708,707
7,494 New
7,494 $665,000
Q1 2021

Apr 29, 2021
SELL
$65.18 - $69.88 $2,542 - $2,725
-39 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$61.66 - $67.88 $2,404 - $2,647
39 New
39 $3,000

Others Institutions Holding USMV

# of Institutions
1,483
Shares Held
198M
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
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. 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 Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email