Trademark Financial Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Trademark Financial Management, LLC

  • $172 Billion
  • Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,788 shares of USMV stock, worth $356,829. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,788
Previous 30,361 87.52%
Holding current value
$356,829
Previous $2.85 Billion 87.35%
% of portfolio
0.21%
Previous 1.74%

Shares

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

Oct 17, 2025
SELL
$92.18 - $95.14 $2.45 Million - $2.53 Million
-26,573 Reduced 87.52%
3,788 $360 Million
Q2 2025

Jul 31, 2025
BUY
$85.42 - $94.39 $2.34 Million - $2.59 Million
27,433 Added 936.92%
30,361 $2.85 Billion
Q1 2025

Apr 25, 2025
SELL
$87.68 - $94.52 $1,578 - $1,701
-18 Reduced 0.61%
2,928 $274 Million
Q4 2024

Jan 30, 2025
BUY
$88.59 - $94.57 $2,303 - $2,458
26 Added 0.89%
2,946 $262 Million
Q3 2024

Oct 31, 2024
BUY
$83.76 - $91.82 $1,423 - $1,560
17 Added 0.59%
2,920 $267 Million
Q2 2024

Jul 30, 2024
SELL
$79.92 - $84.63 $60,978 - $64,572
-763 Reduced 20.81%
2,903 $244 Million
Q1 2024

May 07, 2024
SELL
$77.86 - $83.58 $37,294 - $40,034
-479 Reduced 11.56%
3,666 $306 Million
Q4 2023

Feb 13, 2024
BUY
$70.56 - $78.63 $292,471 - $325,921
4,145 New
4,145 $323 Million

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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