Legacy Trust Ishares Msci Usa Min Vol Facto Transaction History

Legacy Trust

$507 Billion
Q3 2025

A detailed history of Legacy Trust transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Legacy Trust holds 4,265 shares of USMV stock, worth $401,763. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,265

Holding current value

$401,763

% of portfolio

0.08%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$92.18 - $95.14 $393,147 - $405,772	4,265 New	4,265 $406 Million
Q4 2024 Jan 23, 2025	SELL	$88.59 - $94.57 $4,429 - $4,728	-50 Reduced 1.16%	4,265 $379 Million
Q3 2024 Oct 29, 2024	BUY	$83.76 - $91.82 $4,188 - $4,591	50 Added 1.17%	4,315 $394 Million
Q4 2022 Apr 03, 2023	BUY	$65.75 - $75.5 $280,423 - $322,007	4,265 New	4,265 $308 Million

Others Institutions Holding USMV

# of Institutions

1,483

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

Morgan Stanley New York, NY

14.8M
Shares

$1.39 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

13.8M
Shares

$1.3 Billion
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.5M
Shares

$1.27 Billion
0.43% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$965 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.83M
Shares

$644 Million
1.06% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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