Wfa Of San Diego, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 6,684 shares of USMV stock, worth $637,854. This represents 0.47% of its overall portfolio holdings.

Number of Shares
6,684
Previous 4,677 42.91%
Holding current value
$637,854
Previous $427,000 46.84%
% of portfolio
0.47%
Previous 0.37%

Shares

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

Aug 14, 2025
BUY
$85.42 - $94.39 $171,437 - $189,440
2,007 Added 42.91%
6,684 $627,000
Q3 2024

Nov 13, 2024
BUY
$83.76 - $91.82 $27,054 - $29,657
323 Added 7.42%
4,677 $427,000
Q2 2024

Aug 14, 2024
BUY
$79.92 - $84.63 $248,551 - $263,199
3,110 Added 250.0%
4,354 $365,000
Q3 2023

Nov 02, 2023
BUY
$72.38 - $76.06 $45,165 - $47,461
624 Added 100.65%
1,244 $90,000
Q2 2023

Aug 10, 2023
BUY
$71.44 - $74.33 $44,292 - $46,084
620 New
620 $46,000
Q4 2022

Jan 31, 2023
BUY
$65.75 - $75.5 $2,761 - $3,171
42 New
42 $3,000
Q2 2022

Jul 28, 2022
BUY
$66.73 - $79.1 $2,802 - $3,322
42 New
42 $3,000

Others Institutions Holding USMV

# of Institutions
1,462
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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