Holistic Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History

Holistic Planning, LLC

$381 Billion
Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Holistic Planning, LLC holds 9,034 shares of USMV stock, worth $851,002. This represents 0.23% of its overall portfolio holdings.

Number of Shares

9,034

Previous 10,120 10.73%

Holding current value

$851,002

Previous $950 Million 9.52%

% of portfolio

0.23%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$92.18 - $95.14 $100,107 - $103,322	-1,086 Reduced 10.73%	9,034 $860 Million
Q2 2025 Jul 28, 2025	BUY	$85.42 - $94.39 $48,091 - $53,141	563 Added 5.89%	10,120 $950 Million
Q4 2024 Jan 24, 2025	SELL	$88.59 - $94.57 $24,362 - $26,006	-275 Reduced 2.8%	9,557 $849 Million
Q3 2024 Nov 01, 2024	BUY	$83.76 - $91.82 $495,859 - $543,574	5,920 Added 151.33%	9,832 $898 Million
Q1 2024 May 01, 2024	SELL	$77.86 - $83.58 $18,764 - $20,142	-241 Reduced 5.8%	3,912 $327 Million

Q4 2023 Feb 14, 2024	BUY	$70.56 - $78.63 $293,035 - $326,550	4,153 New	4,153 $324 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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Holistic Planning, LLC Ishares Msci Usa Min Vol Facto Transaction History