Wealth Management Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Wealth Management Associates, Inc.

$233 Billion
Q1 2025

A detailed history of Wealth Management Associates, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 12,383 shares of USMV stock, worth $1.15 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

12,383

Previous 12,464 0.65%

Holding current value

$1.15 Million

Previous $1.11 Billion 4.8%

% of portfolio

0.5%

Previous 0.47%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 28, 2025	SELL	$87.68 - $94.52 $7,102 - $7,656	-81 Reduced 0.65%	12,383 $1.16 Billion
Q4 2024 May 28, 2025	BUY	$88.59 - $94.57 $974 - $1,040	11 Added 0.09%	12,464 $1.11 Billion
Q3 2024 May 28, 2025	BUY	$83.76 - $91.82 $6,282 - $6,886	75 Added 0.61%	12,453 $1.14 Billion
Q1 2024 May 28, 2025	BUY	$77.86 - $83.58 $14,793 - $15,880	190 Added 1.56%	12,378 $1.04 Billion
Q3 2023 May 28, 2025	BUY	$72.38 - $76.06 $47,047 - $49,439	650 Added 5.63%	12,188 $882 Million
Q2 2023 May 28, 2025	BUY	$71.44 - $74.33 $7,072 - $7,358	99 Added 0.87%	11,538 $858 Million
Q1 2023 May 28, 2025	SELL	$69.12 - $73.78 $24,192 - $25,823	-350 Reduced 2.97%	11,439 $832 Million
Q2 2022 May 28, 2025	SELL	$66.73 - $79.1 $17,683 - $20,961	-265 Reduced 2.2%	11,789 $828 Million
Q4 2021 May 28, 2025	BUY	$73.28 - $81.04 $14,656 - $16,208	200 Added 1.69%	12,054 $975 Million
Q3 2021 May 28, 2025	BUY	$73.5 - $78.28 $23,887 - $25,441	325 Added 2.82%	11,854 $871 Million
Q2 2021 May 28, 2025	BUY	$69.72 - $73.7 $6,972 - $7,370	100 Added 0.87%	11,529 $849 Million
Q1 2021 May 28, 2025	SELL	$65.18 - $69.88 $9,125 - $9,783	-140 Reduced 1.21%	11,429 $791 Million
Q4 2020 May 28, 2025	SELL	$61.66 - $67.88 $30,151 - $33,193	-489 Reduced 4.06%	11,569 $785 Million
Q3 2020 May 28, 2025	SELL	$60.74 - $66.36 $12,998 - $14,201	-214 Reduced 1.74%	12,058 $768 Million
Q2 2020 May 28, 2025	SELL	$51.94 - $64.01 $31,943 - $39,366	-615 Reduced 4.77%	12,272 $744 Million
Q1 2020 May 28, 2025	SELL	$46.61 - $69.67 $1.46 Million - $2.18 Million	-31,258 Reduced 70.81%	12,887 $696 Million
Q4 2019 May 28, 2025	BUY	$62.68 - $65.67 $532,905 - $558,326	8,502 Added 23.85%	44,145 $2.9 Billion
Q3 2019 May 28, 2025	BUY	$61.12 - $64.69 $82,023 - $86,813	1,342 Added 3.91%	35,643 $2.28 Billion
Q2 2019 May 28, 2025	BUY	$58.77 - $62.47 $319,121 - $339,212	5,430 Added 18.81%	34,301 $2.12 Billion
Q1 2019 May 28, 2025	BUY	$51.18 - $58.8 $1.19 Million - $1.37 Million	23,283 Added 416.66%	28,871 $1.7 Billion
Q4 2018 May 28, 2025	BUY	$49.77 - $57.05 $278,114 - $318,795	5,588 New	5,588 $293 Million

Others Institutions Holding USMV

# of Institutions

1,445

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
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Wealth Management Associates, Inc. Ishares Msci Usa Min Vol Facto Transaction History