Beaird Harris Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Beaird Harris Wealth Management, LLC

$1.28 Billion
Q3 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 373 shares of USMV stock, worth $35,136. This represents 0.0% of its overall portfolio holdings.

Number of Shares

373

Previous 349 6.88%

Holding current value

$35,136

Previous $32,000 9.38%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$92.18 - $95.14 $2,212 - $2,283	24 Added 6.88%	373 $35,000
Q4 2024 Feb 10, 2025	SELL	$88.59 - $94.57 $88 - $94	-1 Reduced 0.29%	349 $30,000
Q3 2024 Dec 02, 2024	BUY	$83.76 - $91.82 $83 - $91	1 Added 0.29%	350 $31,000
Q2 2024 Aug 15, 2024	BUY	$79.92 - $84.63 $27,892 - $29,535	349 New	349 $29,000
Q2 2023 Jul 26, 2023	SELL	$71.44 - $74.33 $857 - $891	-12 Closed	0 $0

Q3 2022 Nov 02, 2022	BUY	$66.1 - $76.63 $793 - $919	12 New	12 $1,000
Q2 2022 Aug 12, 2022	SELL	$66.73 - $79.1 $8,074 - $9,571	-121 Closed	0 $0
Q4 2021 May 17, 2022	BUY	$73.28 - $81.04 $8,866 - $9,805	121 New	121 $10,000

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

Ticker USMV
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History