Beacon Capital Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Beacon Capital Management, LLC

  • $599 Million
  • Q3 2025

A detailed history of Beacon Capital Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beacon Capital Management, LLC holds 2,742 shares of USMV stock, worth $258,296. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,742
Previous 2,693 1.82%
Holding current value
$258,296
Previous $252,000 3.17%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 07, 2025
BUY
$92.18 - $95.14 $4,516 - $4,661
49 Added 1.82%
2,742 $260,000
Q2 2025

Jul 17, 2025
SELL
$85.42 - $94.39 $24,600 - $27,184
-288 Reduced 9.66%
2,693 $252,000
Q1 2025

Apr 21, 2025
SELL
$87.68 - $94.52 $8,592 - $9,262
-98 Reduced 3.18%
2,981 $279,000
Q4 2024

Jan 30, 2025
SELL
$88.59 - $94.57 $6,201 - $6,619
-70 Reduced 2.22%
3,079 $273,000
Q3 2024

Nov 07, 2024
BUY
$83.76 - $91.82 $19,683 - $21,577
235 Added 8.06%
3,149 $287,000
Q2 2024

Jul 24, 2024
BUY
$79.92 - $84.63 $48,591 - $51,455
608 Added 26.37%
2,914 $244,000
Q1 2024

May 16, 2024
SELL
$77.86 - $83.58 $58,239 - $62,517
-748 Reduced 24.49%
2,306 $192,000
Q4 2023

Jan 09, 2024
SELL
$70.56 - $78.63 $8,396 - $9,356
-119 Reduced 3.75%
3,054 $238,000
Q2 2023

Jul 12, 2023
BUY
$71.44 - $74.33 $131,878 - $137,213
1,846 Added 139.11%
3,173 $235,000
Q1 2023

Apr 20, 2023
SELL
$69.12 - $73.78 $19,008 - $20,289
-275 Reduced 17.17%
1,327 $96,000
Q4 2022

Jan 27, 2023
BUY
$65.75 - $75.5 $16,174 - $18,573
246 Added 18.14%
1,602 $0
Q3 2022

Oct 05, 2022
SELL
$66.1 - $76.63 $44,551 - $51,648
-674 Reduced 33.2%
1,356 $96,000
Q1 2022

May 16, 2022
BUY
$71.88 - $80.4 $145,916 - $163,212
2,030 New
2,030 $158,000

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
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital 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 Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email