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

Connecticut Wealth Management, LLC

  • $2.23 Billion
  • Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,276 shares of USMV stock, worth $308,599. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,276
Previous 3,555 7.85%
Holding current value
$308,599
Previous $333,000 6.61%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 13, 2025
SELL
$92.18 - $95.14 $25,718 - $26,544
-279 Reduced 7.85%
3,276 $311,000
Q1 2025

May 15, 2025
BUY
$87.68 - $94.52 $701 - $756
8 Added 0.23%
3,555 $332,000
Q3 2024

Nov 13, 2024
SELL
$83.76 - $91.82 $84,262 - $92,370
-1,006 Reduced 22.1%
3,547 $323,000
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $26,213 - $27,758
-328 Reduced 6.72%
4,553 $382,000
Q1 2024

May 01, 2024
BUY
$77.86 - $83.58 $380,034 - $407,953
4,881 New
4,881 $407,000
Q2 2022

Jul 12, 2022
SELL
$66.73 - $79.1 $204,794 - $242,757
-3,069 Closed
0 $0
Q1 2022

Apr 18, 2022
BUY
$71.88 - $80.4 $32,489 - $36,340
452 Added 17.27%
3,069 $238,000
Q4 2021

Jan 24, 2022
SELL
$73.28 - $81.04 $48,144 - $53,243
-657 Reduced 20.07%
2,617 $212,000
Q3 2021

Nov 02, 2021
BUY
$73.5 - $78.28 $7,056 - $7,514
96 Added 3.02%
3,274 $241,000
Q2 2021

Jul 29, 2021
BUY
$69.72 - $73.7 $221,570 - $234,218
3,178 New
3,178 $234,000
Q1 2021

Apr 29, 2021
SELL
$65.18 - $69.88 $252,702 - $270,924
-3,877 Closed
0 $0
Q4 2020

Jan 29, 2021
SELL
$61.66 - $67.88 $1,479 - $1,629
-24 Reduced 0.62%
3,877 $263,000
Q3 2020

Oct 13, 2020
BUY
$60.74 - $66.36 $546 - $597
9 Added 0.23%
3,901 $249,000
Q2 2020

Jul 14, 2020
BUY
$51.94 - $64.01 $467 - $576
9 Added 0.23%
3,892 $236,000
Q1 2020

Apr 20, 2020
BUY
$46.61 - $69.67 $512 - $766
11 Added 0.28%
3,883 $210,000
Q4 2019

Jan 29, 2020
SELL
$62.68 - $65.67 $9,339 - $9,784
-149 Reduced 3.71%
3,872 $254,000
Q3 2019

Oct 24, 2019
BUY
$61.12 - $64.69 $245,763 - $260,118
4,021 New
4,021 $258,000

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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