Blue Bell Private Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 217 shares of USMV stock, worth $20,441. This represents 0.0% of its overall portfolio holdings.

Number of Shares

217

Previous 386 43.78%

Holding current value

$20,441

Previous $36,000 44.44%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$92.18 - $95.14 $15,578 - $16,078	-169 Reduced 43.78%	217 $20,000
Q1 2025 May 05, 2025	BUY	$87.68 - $94.52 $14,817 - $15,973	169 Added 77.88%	386 $36,000
Q3 2024 Oct 28, 2024	SELL	$83.76 - $91.82 $5,109 - $5,601	-61 Reduced 21.94%	217 $19,000
Q2 2024 Aug 05, 2024	BUY	$79.92 - $84.63 $12,227 - $12,948	153 Added 122.4%	278 $23,000
Q1 2024 Apr 24, 2024	BUY	$77.86 - $83.58 $1,012 - $1,086	13 Added 11.61%	125 $10,000

Q4 2022 Feb 03, 2023	BUY	$65.75 - $75.5 $4,010 - $4,605	61 Added 119.61%	112 $8,000
Q4 2021 Jan 26, 2022	BUY	$73.28 - $81.04 $3,737 - $4,133	51 New	51 $4,000

Others Institutions Holding USMV

# of Institutions

1,482

Shares Held

197M

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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Blue Bell Private Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History