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

Shared Vision Wealth Group LLC

$200 Billion
Q2 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 2,488 shares of USMV stock, worth $230,985. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,488

Previous 2,857 12.92%

Holding current value

$230,985

Previous $268 Million 13.88%

% of portfolio

0.12%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,456

Shares Held

204M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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