Fiduciary Alliance LLC Ishares Msci Usa Min Vol Facto Transaction History

Fiduciary Alliance LLC

$1.49 Trillion
Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Fiduciary Alliance LLC holds 2,799 shares of USMV stock, worth $263,665. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,799

Previous 2,882 2.88%

Holding current value

$263,665

Previous $271 Million 1.59%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	SELL	$92.18 - $95.14 $7,650 - $7,896	-83 Reduced 2.88%	2,799 $266 Million
Q2 2025 Jul 09, 2025	SELL	$85.42 - $94.39 $62,356 - $68,904	-730 Reduced 20.21%	2,882 $271 Million
Q1 2025 Apr 09, 2025	BUY	$87.68 - $94.52 $84,961 - $91,589	969 Added 36.66%	3,612 $338 Million
Q4 2024 Jan 13, 2025	BUY	$88.59 - $94.57 $234,143 - $249,948	2,643 New	2,643 $235 Million
Q4 2023 Jan 17, 2024	SELL	$70.56 - $78.63 $127,995 - $142,634	-1,814 Reduced 28.32%	4,591 $358 Million

Q3 2023 Oct 18, 2023	BUY	$72.38 - $76.06 $96,048 - $100,931	1,327 Added 26.13%	6,405 $464 Million
Q2 2023 Jul 18, 2023	BUY	$71.44 - $74.33 $362,772 - $377,447	5,078 New	5,078 $377 Million
Q4 2022 Jan 19, 2023	BUY	$65.75 - $75.5 $87,250 - $100,188	1,327 New	1,327 $95.7 Million

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
Sector ETFs
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Fiduciary Alliance LLC Ishares Msci Usa Min Vol Facto Transaction History