Beta Wealth Group, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 12,589 shares of USMV stock, worth $1.19 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
12,589
Holding current value
$1.19 Million
% of portfolio
0.64%

Shares

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

Nov 07, 2025
BUY
$92.18 - $95.14 $1.16 Million - $1.2 Million
12,589 New
12,589 $1.2 Million
Q1 2021

May 11, 2021
SELL
$65.18 - $69.88 $850,338 - $911,654
-13,046 Closed
0 $0
Q4 2020

Mar 18, 2021
BUY
$61.66 - $67.88 $804,416 - $885,562
13,046 New
13,046 $886,000

Others Institutions Holding USMV

# of Institutions
1,484
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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