Strong Box Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Strong Box Wealth, LLC

$250 Million
Q2 2025

A detailed history of Strong Box Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strong Box Wealth, LLC holds 8,407 shares of USMV stock, worth $782,523. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,407

Previous 7,875 6.76%

Holding current value

$782,523

Previous $737,000 7.06%

% of portfolio

0.31%

Previous 0.32%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$85.42 - $94.39 $45,443 - $50,215	532 Added 6.76%	8,407 $789,000
Q1 2025 May 13, 2025	SELL	$87.68 - $94.52 $14,028 - $15,123	-160 Reduced 1.99%	7,875 $737,000
Q4 2024 Jan 14, 2025	SELL	$88.59 - $94.57 $1,771 - $1,891	-20 Reduced 0.25%	8,035 $713,000
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $31,410 - $34,432	375 Added 4.88%	8,055 $735,000
Q2 2024 Aug 12, 2024	BUY	$79.92 - $84.63 $16,383 - $17,349	205 Added 2.74%	7,680 $644,000
Q1 2024 May 14, 2024	BUY	$77.86 - $83.58 $19,075 - $20,477	245 Added 3.39%	7,475 $624,000
Q4 2023 Jan 08, 2024	BUY	$70.56 - $78.63 $2,822 - $3,145	40 Added 0.56%	7,230 $564,000
Q2 2023 Jul 24, 2023	BUY	$71.44 - $74.33 $62,510 - $65,038	875 Added 13.86%	7,190 $534,000
Q3 2022 Oct 14, 2022	BUY	$66.1 - $76.63 $1,982 - $2,298	30 Added 0.48%	6,315 $417,000
Q1 2022 Apr 14, 2022	BUY	$71.88 - $80.4 $12,219 - $13,668	170 Added 2.78%	6,285 $488,000
Q4 2021 Jan 14, 2022	SELL	$73.28 - $81.04 $6,961 - $7,698	-95 Reduced 1.53%	6,115 $495,000
Q3 2021 Nov 12, 2021	SELL	$73.5 - $78.28 $290,325 - $309,206	-3,950 Reduced 38.88%	6,210 $456,000
Q2 2021 Aug 10, 2021	SELL	$69.72 - $73.7 $743,982 - $786,452	-10,671 Reduced 51.23%	10,160 $748,000
Q1 2021 May 28, 2021	SELL	$65.18 - $69.88 $2.23 Million - $2.39 Million	-34,261 Reduced 62.19%	20,831 $1.44 Million
Q4 2020 Feb 02, 2021	SELL	$61.66 - $67.88 $268,837 - $295,956	-4,360 Reduced 7.33%	55,092 $3.74 Million
Q3 2020 Oct 20, 2020	SELL	$60.74 - $66.36 $139,155 - $152,030	-2,291 Reduced 3.71%	59,452 $3.79 Million
Q2 2020 Jul 30, 2020	SELL	$51.94 - $64.01 $37,137 - $45,767	-715 Reduced 1.14%	61,743 $3.74 Million
Q1 2020 May 15, 2020	BUY	$46.61 - $69.67 $2.91 Million - $4.35 Million	62,458 New	62,458 $3.37 Million

Others Institutions Holding USMV

# of Institutions

1,459

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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Strong Box Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History