Trademark Financial Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 2,928 shares of USMV stock, worth $270,957. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,928

Previous 2,946 0.61%

Holding current value

$270,957

Previous $262 Million 4.83%

% of portfolio

0.21%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$87.68 - $94.52 $1,578 - $1,701	-18 Reduced 0.61%	2,928 $274 Million
Q4 2024 Jan 30, 2025	BUY	$88.59 - $94.57 $2,303 - $2,458	26 Added 0.89%	2,946 $262 Million
Q3 2024 Oct 31, 2024	BUY	$83.76 - $91.82 $1,423 - $1,560	17 Added 0.59%	2,920 $267 Million
Q2 2024 Jul 30, 2024	SELL	$79.92 - $84.63 $60,978 - $64,572	-763 Reduced 20.81%	2,903 $244 Million
Q1 2024 May 07, 2024	SELL	$77.86 - $83.58 $37,294 - $40,034	-479 Reduced 11.56%	3,666 $306 Million
Q4 2023 Feb 13, 2024	BUY	$70.56 - $78.63 $292,471 - $325,921	4,145 New	4,145 $323 Million

Others Institutions Holding USMV

# of Institutions

1,440

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC Ishares Msci Usa Min Vol Facto Transaction History