Mosaic Family Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 20,913 shares of USMV stock, worth $1.97 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
20,913
Previous 20,905 0.04%
Holding current value
$1.97 Million
Previous $1.96 Billion 0.95%
% of portfolio
0.23%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$92.18 - $95.14 $737 - $761
8 Added 0.04%
20,913 $1.98 Billion
Q2 2025

Aug 11, 2025
BUY
$85.42 - $94.39 $683 - $755
8 Added 0.04%
20,905 $1.96 Billion
Q1 2025

May 02, 2025
BUY
$87.68 - $94.52 $613 - $661
7 Added 0.03%
20,897 $1.96 Billion
Q4 2024

Feb 14, 2025
BUY
$88.59 - $94.57 $28,614 - $30,546
323 Added 1.57%
20,890 $1.85 Billion
Q3 2024

Nov 13, 2024
SELL
$83.76 - $91.82 $469,558 - $514,742
-5,606 Reduced 21.42%
20,567 $1.88 Billion
Q2 2024

Aug 06, 2024
SELL
$79.92 - $84.63 $223,616 - $236,794
-2,798 Reduced 9.66%
26,173 $2.2 Billion
Q1 2024

Jun 13, 2024
BUY
$77.86 - $83.58 $77,937 - $83,663
1,001 Added 3.58%
28,971 $2.42 Billion
Q4 2023

Jan 29, 2024
SELL
$70.56 - $78.63 $136,886 - $152,542
-1,940 Reduced 6.49%
27,970 $2.18 Billion
Q2 2023

Aug 08, 2023
SELL
$71.44 - $74.33 $81,370 - $84,661
-1,139 Reduced 3.67%
29,910 $2.22 Billion
Q1 2023

Apr 10, 2023
BUY
$69.12 - $73.78 $494,899 - $528,264
7,160 Added 29.97%
31,049 $2.26 Billion
Q4 2022

Feb 14, 2023
BUY
$65.75 - $75.5 $1.57 Million - $1.8 Million
23,889 New
23,889 $1.72 Billion

Others Institutions Holding USMV

# of Institutions
1,484
Shares Held
198M
Call Options Held
32.7K
Put Options Held
95.2K
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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