Beacon Financial Group Ishares Msci Usa Min Vol Facto Transaction History

Beacon Financial Group

$944 Million
Q3 2025

A detailed history of Beacon Financial Group transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beacon Financial Group holds 3,974 shares of USMV stock, worth $374,350. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,974

Previous 4,024 1.24%

Holding current value

$374,350

Previous $377,000 0.27%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$92.18 - $95.14 $4,609 - $4,757	-50 Reduced 1.24%	3,974 $378,000
Q2 2025 Jul 09, 2025	BUY	$85.42 - $94.39 $3,331 - $3,681	39 Added 0.98%	4,024 $377,000
Q1 2025 Apr 10, 2025	SELL	$87.68 - $94.52 $29,460 - $31,758	-336 Reduced 7.78%	3,985 $369,000
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $24,625 - $26,995	294 Added 7.3%	4,321 $394,000
Q2 2024 Aug 06, 2024	SELL	$79.92 - $84.63 $14,465 - $15,318	-181 Reduced 4.3%	4,027 $338,000

Q1 2024 May 07, 2024	SELL	$77.86 - $83.58 $1.64 Million - $1.76 Million	-21,117 Reduced 83.38%	4,208 $351,000
Q4 2023 Feb 23, 2024	BUY	$70.56 - $78.63 $1.11 Million - $1.24 Million	15,715 Added 163.53%	25,325 $1.98 Million
Q3 2023 Oct 16, 2023	BUY	$72.38 - $76.06 $695,571 - $730,936	9,610 New	9,610 $720,000

Others Institutions Holding USMV

# of Institutions

1,485

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Beacon Financial Group Ishares Msci Usa Min Vol Facto Transaction History