A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 52,197 shares of USMV stock, worth $4.92 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
52,197
Previous 52,139 0.11%
Holding current value
$4.92 Million
Previous $4.96 Billion 0.92%
% of portfolio
0.53%
Previous 0.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026

BUY
$92.34 - $95.43 $5,355 - $5,534
58 Added 0.11%
52,197 $4.91 Billion
Q3 2025

Nov 05, 2025

SELL
$92.18 - $95.14 $88,124 - $90,953
-956 Reduced 1.8%
52,139 $4.96 Billion
Q2 2025

Jul 30, 2025

BUY
$85.42 - $94.39 $74,657 - $82,496
874 Added 1.67%
53,095 $4.98 Billion
Q1 2025

May 06, 2025

BUY
$87.68 - $94.52 $4.58 Million - $4.94 Million
52,221 New
52,221 $4.89 Billion

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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