Wj Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wj Wealth Management, LLC

  • $270 Million
  • Q2 2025

A detailed history of Wj Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wj Wealth Management, LLC holds 2,786 shares of USMV stock, worth $265,867. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,786
Holding current value
$265,867
% of portfolio
0.1%

Shares

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

Jul 28, 2025
BUY
$85.42 - $94.39 $237,980 - $262,970
2,786 New
2,786 $261,000
Q4 2023

Jan 12, 2024
SELL
$70.56 - $78.63 $21,873 - $24,375
-310 Reduced 10.5%
2,642 $206,000
Q3 2023

Oct 10, 2023
SELL
$72.38 - $76.06 $19,542 - $20,536
-270 Reduced 8.38%
2,952 $213,000
Q2 2023

Jul 11, 2023
BUY
$71.44 - $74.33 $230,179 - $239,491
3,222 New
3,222 $239,000
Q3 2022

Oct 18, 2022
SELL
$66.1 - $76.63 $16,525 - $19,157
-250 Reduced 6.87%
3,390 $223,000
Q2 2022

Aug 05, 2022
BUY
$66.73 - $79.1 $35,033 - $41,527
525 Added 16.85%
3,640 $256,000
Q1 2022

May 13, 2022
SELL
$71.88 - $80.4 $73,030 - $81,686
-1,016 Reduced 24.59%
3,115 $244,000
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $33,415 - $36,954
456 Added 12.41%
4,131 $332,000
Q3 2021

Oct 15, 2021
SELL
$73.5 - $78.28 $270,112 - $287,679
-3,675 Reduced 50.0%
3,675 $271,000
Q3 2021

Oct 13, 2021
BUY
$73.5 - $78.28 $270,112 - $287,679
3,675 Added 100.0%
7,350 $271,000
Q2 2021

Aug 04, 2021
SELL
$69.72 - $73.7 $34,860 - $36,850
-500 Reduced 11.98%
3,675 $271,000
Q1 2021

Apr 28, 2021
SELL
$65.18 - $69.88 $638,112 - $684,125
-9,790 Reduced 70.1%
4,175 $289,000
Q4 2020

Jan 20, 2021
SELL
$61.66 - $67.88 $121,778 - $134,063
-1,975 Reduced 12.39%
13,965 $948,000
Q3 2020

Oct 14, 2020
SELL
$60.74 - $66.36 $10.1 Million - $11 Million
-166,124 Reduced 91.24%
15,940 $1.02 Million
Q2 2020

Aug 03, 2020
BUY
$51.94 - $64.01 $7.82 Million - $9.64 Million
150,599 Added 478.62%
182,064 $11 Million
Q1 2020

Apr 21, 2020
BUY
$46.61 - $69.67 $121,419 - $181,490
2,605 Added 9.03%
31,465 $1.7 Million
Q4 2019

Jan 31, 2020
BUY
$62.68 - $65.67 $1.81 Million - $1.9 Million
28,860 New
28,860 $1.89 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
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More about USMV
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