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

Accurate Wealth Management, LLC

$663 Million
Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,345 shares of USMV stock, worth $315,099. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,345

Previous 2,172 54.01%

Holding current value

$315,099

Previous $203,000 56.65%

% of portfolio

0.05%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$92.18 - $95.14 $108,127 - $111,599	1,173 Added 54.01%	3,345 $318,000
Q2 2025 Jul 15, 2025	BUY	$85.42 - $94.39 $185,532 - $205,015	2,172 New	2,172 $203,000
Q4 2024 Jan 14, 2025	SELL	$88.59 - $94.57 $92,930 - $99,203	-1,049 Reduced 28.91%	2,579 $228,000
Q3 2024 Oct 17, 2024	BUY	$83.76 - $91.82 $303,881 - $333,122	3,628 New	3,628 $331,000
Q2 2023 Jul 24, 2023	SELL	$71.44 - $74.33 $1,786 - $1,858	-25 Reduced 0.62%	4,017 $298,000

Q1 2023 Apr 13, 2023	BUY	$69.12 - $73.78 $1,520 - $1,623	22 Added 0.55%	4,042 $294,000
Q4 2022 Jan 11, 2023	BUY	$65.75 - $75.5 $264,315 - $303,510	4,020 New	4,020 $0

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

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