Donaldson Capital Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Donaldson Capital Management, LLC

  • $2.81 Billion
  • Q4 2025

A detailed history of Donaldson Capital Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 3,050 shares of USMV stock, worth $287,310. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,050
Previous 3,049 0.03%
Holding current value
$287,310
Previous $290,000 1.03%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 14, 2026
BUY
$92.34 - $95.43 $92 - $95
1 Added 0.03%
3,050 $287,000
Q2 2025

Aug 07, 2025
BUY
$85.42 - $94.39 $260,445 - $287,795
3,049 New
3,049 $286,000
Q3 2023

Oct 11, 2023
SELL
$72.38 - $76.06 $123,263 - $129,530
-1,703 Reduced 22.67%
5,810 $420,000
Q2 2023

Jul 17, 2023
BUY
$71.44 - $74.33 $536,728 - $558,441
7,513 New
7,513 $558,000

Others Institutions Holding USMV

# of Institutions
1,495
Shares Held
197M
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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