Quotient Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Quotient Wealth Partners, LLC

$3.13 Trillion
Q1 2025

A detailed history of Quotient Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Quotient Wealth Partners, LLC holds 995,737 shares of USMV stock, worth $92.1 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

995,737

Previous 1,013,519 1.75%

Holding current value

$92.1 Million

Previous $90 Billion 3.63%

% of portfolio

2.98%

Previous 2.94%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$87.68 - $94.52 $1.56 Million - $1.68 Million	-17,782 Reduced 1.75%	995,737 $93.3 Billion
Q4 2024 Jan 28, 2025	BUY	$88.59 - $94.57 $1.12 Million - $1.19 Million	12,622 Added 1.26%	1,013,519 $90 Billion
Q3 2024 Oct 09, 2024	BUY	$83.76 - $91.82 $1.33 Million - $1.45 Million	15,821 Added 1.61%	1,000,897 $91.4 Billion
Q2 2024 Jul 24, 2024	BUY	$79.92 - $84.63 $3.62 Million - $3.83 Million	45,247 Added 4.81%	985,076 $82.7 Billion
Q1 2024 May 14, 2024	BUY	$77.86 - $83.58 $13.3 Million - $14.3 Million	170,567 Added 22.17%	939,829 $78.6 Billion
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $54.3 Million - $60.5 Million	769,262 New	769,262 $60 Billion

Others Institutions Holding USMV

# of Institutions

1,415

Shares Held

204M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Quotient Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History