West Wealth Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

West Wealth Group, LLC

  • $367 Million
  • Q2 2025

A detailed history of West Wealth Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, West Wealth Group, LLC holds 12,862 shares of USMV stock, worth $1.23 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
12,862
Previous 11,781 9.18%
Holding current value
$1.23 Million
Previous $1.1 Million 9.43%
% of portfolio
0.33%
Previous 0.34%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$85.42 - $94.39 $92,339 - $102,035
1,081 Added 9.18%
12,862 $1.21 Million
Q1 2025

May 05, 2025
BUY
$87.68 - $94.52 $1.03 Million - $1.11 Million
11,781 New
11,781 $1.1 Million
Q1 2024

May 08, 2024
SELL
$77.86 - $83.58 $2.47 Million - $2.65 Million
-31,694 Reduced 70.28%
13,401 $1.12 Million
Q4 2023

Jan 18, 2024
SELL
$70.56 - $78.63 $1.9 Million - $2.12 Million
-26,984 Reduced 37.44%
45,095 $3.52 Million
Q3 2023

Oct 06, 2023
SELL
$72.38 - $76.06 $1.01 Million - $1.06 Million
-13,914 Reduced 16.18%
72,079 $5.22 Million
Q2 2023

Jul 26, 2023
BUY
$71.44 - $74.33 $207,461 - $215,854
2,904 Added 3.5%
85,993 $6.39 Million
Q1 2023

Apr 06, 2023
BUY
$69.12 - $73.78 $1.64 Million - $1.75 Million
23,709 Added 39.93%
83,089 $6.04 Million
Q4 2022

Jan 23, 2023
SELL
$65.75 - $75.5 $114,799 - $131,823
-1,746 Reduced 2.86%
59,380 $0
Q3 2022

Oct 21, 2022
BUY
$66.1 - $76.63 $1.14 Million - $1.33 Million
17,320 Added 39.54%
61,126 $4.04 Million
Q2 2022

Jul 27, 2022
BUY
$66.73 - $79.1 $14,280 - $16,927
214 Added 0.49%
43,806 $3.08 Million
Q1 2022

May 05, 2022
SELL
$71.88 - $80.4 $807,859 - $903,615
-11,239 Reduced 20.5%
43,592 $3.38 Million
Q4 2021

May 05, 2022
BUY
$73.28 - $81.04 $4.02 Million - $4.44 Million
54,831 New
54,831 $4.44 Million

Others Institutions Holding USMV

# of Institutions
1,463
Shares Held
197M
Call Options Held
33.3K
Put Options Held
79.7K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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