Bartlett & Co. Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,448 shares of USMV stock, worth $324,801. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,448
Previous 4,192 17.75%
Holding current value
$324,801
Previous $394 Million 99.92%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 09, 2025
SELL
$92.18 - $95.14 $68,581 - $70,784
-744 Reduced 17.75%
3,448 $328,000
Q1 2025

Apr 24, 2025
SELL
$87.68 - $94.52 $19,728 - $21,267
-225 Reduced 5.09%
4,192 $393 Million
Q4 2024

Jan 17, 2025
BUY
$88.59 - $94.57 $7,884 - $8,416
89 Added 2.06%
4,417 $392 Million
Q3 2024

Oct 17, 2024
BUY
$83.76 - $91.82 $6,365 - $6,978
76 Added 1.79%
4,328 $395 Million
Q1 2024

May 09, 2024
SELL
$77.86 - $83.58 $34,803 - $37,360
-447 Reduced 9.51%
4,252 $355 Million
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $43,323 - $48,278
614 Added 15.03%
4,699 $366 Million
Q3 2023

Feb 14, 2024
SELL
$72.38 - $76.06 $106,543 - $111,960
-1,472 Reduced 26.49%
4,085 $297 Million
Q2 2023

Feb 14, 2024
BUY
$71.44 - $74.33 $330,695 - $344,073
4,629 Added 498.81%
5,557 $413 Million
Q3 2021

Feb 13, 2024
BUY
$73.5 - $78.28 $68,208 - $72,643
928 New
928 $68.2 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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