A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 3,076 shares of USMV stock, worth $289,759. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,076
Previous 2,944 4.48%
Holding current value
$289,759
Previous $276 Million 5.89%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 12, 2025

BUY
$92.18 - $95.14 $12,167 - $12,558
132 Added 4.48%
3,076 $293 Million
Q2 2025

Jul 18, 2025

SELL
$85.42 - $94.39 $7,004 - $7,739
-82 Reduced 2.71%
2,944 $276 Million
Q1 2025

May 05, 2025

BUY
$87.68 - $94.52 $265,319 - $286,017
3,026 New
3,026 $283 Million
Q1 2024

May 08, 2024

SELL
$77.86 - $83.58 $4,126 - $4,429
-53 Reduced 1.16%
4,530 $379 Million
Q4 2023

Jan 23, 2024

SELL
$70.56 - $78.63 $218,947 - $243,988
-3,103 Reduced 40.37%
4,583 $358 Million
Q3 2023

Nov 14, 2023

SELL
$72.38 - $76.06 $15,706 - $16,505
-217 Reduced 2.75%
7,686 $556 Million
Q2 2023

Aug 14, 2023

BUY
$71.44 - $74.33 $85,085 - $88,527
1,191 Added 17.74%
7,903 $587 Million
Q1 2023

Apr 20, 2023

BUY
$69.12 - $73.78 $66,562 - $71,050
963 Added 16.75%
6,712 $488 Million
Q4 2022

Feb 07, 2023

BUY
$65.75 - $75.5 $377,996 - $434,049
5,749 New
5,749 $415 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Arcadia Wealth Management, LLC Portfolio

Follow Arcadia Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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