Secure Asset Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Secure Asset Management, LLC

$585 Million
Q3 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Secure Asset Management, LLC holds 3,904 shares of USMV stock, worth $372,558. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,904

Previous 3,796 2.85%

Holding current value

$372,558

Previous $356,000 4.21%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$92.18 - $95.14 $9,955 - $10,275	108 Added 2.85%	3,904 $371,000
Q2 2025 Jul 10, 2025	SELL	$85.42 - $94.39 $18,536 - $20,482	-217 Reduced 5.41%	3,796 $356,000
Q1 2025 Apr 10, 2025	BUY	$87.68 - $94.52 $14,554 - $15,690	166 Added 4.32%	4,013 $372,000
Q4 2024 Jan 17, 2025	BUY	$88.59 - $94.57 $4,961 - $5,295	56 Added 1.48%	3,847 $341,000
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $21,333 - $22,900	-274 Reduced 6.74%	3,791 $316,000
Q4 2023 Jan 22, 2024	SELL	$70.56 - $78.63 $1.28 Million - $1.42 Million	-18,120 Reduced 81.68%	4,065 $317,000
Q3 2023 Oct 18, 2023	BUY	$72.38 - $76.06 $1.61 Million - $1.69 Million	22,185 New	22,185 $1.61 Million

Others Institutions Holding USMV

# of Institutions

1,462

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Secure Asset Management, LLC Ishares Msci Usa Min Vol Facto Transaction History