Shared Vision Wealth Group LLC Ishares Msci Usa Min Vol Facto Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,359 shares of USMV stock, worth $222,217. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,359

Previous 2,488 5.18%

Holding current value

$222,217

Previous $230 Million 3.1%

% of portfolio

0.09%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$92.18 - $95.14 $11,891 - $12,273	-129 Reduced 5.18%	2,359 $223 Million
Q2 2025 Aug 07, 2025	SELL	$85.42 - $94.39 $31,519 - $34,829	-369 Reduced 12.92%	2,488 $230 Million
Q1 2025 May 02, 2025	BUY	$87.68 - $94.52 $44,979 - $48,488	513 Added 21.89%	2,857 $268 Million
Q4 2024 Feb 06, 2025	SELL	$88.59 - $94.57 $29,323 - $31,302	-331 Reduced 12.37%	2,344 $208 Million
Q3 2024 Nov 12, 2024	SELL	$83.76 - $91.82 $2,261 - $2,479	-27 Reduced 1.0%	2,675 $244 Million
Q2 2024 Jul 23, 2024	SELL	$79.92 - $84.63 $105,654 - $111,880	-1,322 Reduced 32.85%	2,702 $227 Million
Q1 2024 May 06, 2024	SELL	$77.86 - $83.58 $498,615 - $535,246	-6,404 Reduced 61.41%	4,024 $336 Million
Q4 2023 Feb 07, 2024	BUY	$70.56 - $78.63 $735,799 - $819,953	10,428 New	10,428 $814 Million

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

Ticker USMV
Sector ETFs
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Shared Vision Wealth Group LLC Ishares Msci Usa Min Vol Facto Transaction History