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

Dynasty Wealth Management, LLC

$7.49 Trillion
Q3 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 1,261,838 shares of USMV stock, worth $119 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

1,261,838

Previous 1,176,869 7.22%

Holding current value

$119 Million

Previous $110 Billion 8.67%

% of portfolio

1.6%

Previous 1.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$92.18 - $95.14 $7.83 Million - $8.08 Million	84,969 Added 7.22%	1,261,838 $120 Billion
Q2 2025 Aug 05, 2025	SELL	$85.42 - $94.39 $1.5 Million - $1.66 Million	-17,563 Reduced 1.47%	1,176,869 $110 Billion
Q1 2025 May 02, 2025	SELL	$87.68 - $94.52 $832,609 - $897,561	-9,496 Reduced 0.79%	1,194,432 $112 Billion
Q4 2024 Feb 05, 2025	BUY	$88.59 - $94.57 $8.29 Million - $8.85 Million	93,543 Added 8.42%	1,203,928 $107 Billion
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $6.62 Million - $7.25 Million	78,976 Added 7.66%	1,110,385 $101 Billion

Q2 2024 Aug 12, 2024	BUY	$79.92 - $84.63 $3.02 Million - $3.2 Million	37,793 Added 3.8%	1,031,409 $86.6 Billion
Q1 2024 May 15, 2024	BUY	$77.86 - $83.58 $77.4 Million - $83 Million	993,616 New	993,616 $83 Billion

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Account

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