Balance Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Balance Wealth, LLC holds 5,004 shares of USMV stock, worth $471,376. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,004
Previous 5,665 11.67%
Holding current value
$471,376
Previous $539 Million 12.58%
% of portfolio
0.15%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$92.34 - $95.43 $61,036 - $63,079
-661 Reduced 11.67%
5,004 $471 Million
Q3 2025

Oct 20, 2025
BUY
$92.18 - $95.14 $157,166 - $162,213
1,705 Added 43.06%
5,665 $539 Million
Q2 2025

Aug 13, 2025
SELL
$85.42 - $94.39 $243,874 - $269,483
-2,855 Reduced 41.89%
3,960 $372 Million
Q1 2025

Apr 23, 2025
BUY
$87.68 - $94.52 $597,539 - $644,153
6,815 New
6,815 $638 Million

Others Institutions Holding USMV

# of Institutions
1,487
Shares Held
197M
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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