Epg Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Epg Wealth Management LLC

$363 Billion
Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Epg Wealth Management LLC holds 539 shares of USMV stock, worth $50,773. This represents 0.01% of its overall portfolio holdings.

Number of Shares

539

Holding current value

$50,773

% of portfolio

0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$92.18 - $95.14 $49,685 - $51,280	539 New	539 $51.2 Million
Q1 2025 May 13, 2025	BUY	$87.68 - $94.52 $87 - $94	1 Added 0.19%	535 $50.1 Million
Q4 2024 Feb 14, 2025	BUY	$88.59 - $94.57 $177 - $189	2 Added 0.38%	534 $47.4 Million
Q3 2024 Nov 13, 2024	BUY	$83.76 - $91.82 $44,560 - $48,848	532 New	532 $48.5 Million
Q2 2024 Aug 13, 2024	SELL	$79.92 - $84.63 $6,633 - $7,024	-83 Closed	0 $0

Q1 2024 May 14, 2024	SELL	$77.86 - $83.58 $3,270 - $3,510	-42 Reduced 33.6%	83 $6,000
Q4 2023 Feb 14, 2024	BUY	$70.56 - $78.63 $2,963 - $3,302	42 Added 50.6%	125 $9,000
Q1 2023 May 15, 2023	BUY	$69.12 - $73.78 $207 - $221	3 Added 3.75%	83 $6,000
Q3 2022 Nov 15, 2022	BUY	$66.1 - $76.63 $5,288 - $6,130	80 New	80 $5,000
Q2 2020 Aug 06, 2020	SELL	$51.94 - $64.01 $20,568 - $25,347	-396 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$62.68 - $65.67 $24,821 - $26,005	396 New	396 $26,000

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

Ticker USMV
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Epg Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History