Institute For Wealth Management, Llc. Ishares Msci Usa Min Vol Facto Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 58,096 shares of USMV stock, worth $5.23 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

58,096

Previous 9,241 528.68%

Holding current value

$5.23 Million

Previous $820,000 563.54%

% of portfolio

0.71%

Previous 0.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$87.68 - $94.52 $4.28 Million - $4.62 Million	48,855 Added 528.68%	58,096 $5.44 Million
Q4 2024 Jan 23, 2025	SELL	$88.59 - $94.57 $3.73 Million - $3.98 Million	-42,062 Reduced 81.99%	9,241 $820,000
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $3.57 Million - $3.91 Million	42,595 Added 489.15%	51,303 $4.68 Million
Q2 2024 Jul 25, 2024	SELL	$79.92 - $84.63 $136,982 - $145,055	-1,714 Reduced 16.45%	8,708 $731,000
Q1 2024 Apr 30, 2024	SELL	$77.86 - $83.58 $73,577 - $78,983	-945 Reduced 8.31%	10,422 $871,000
Q4 2023 Jan 31, 2024	SELL	$70.56 - $78.63 $60,046 - $66,914	-851 Reduced 6.97%	11,367 $886,000
Q3 2023 Oct 13, 2023	BUY	$72.38 - $76.06 $29,169 - $30,652	403 Added 3.41%	12,218 $884,000
Q2 2023 Jul 25, 2023	SELL	$71.44 - $74.33 $85,728 - $89,196	-1,200 Reduced 9.22%	11,815 $878,000
Q1 2023 Apr 20, 2023	SELL	$69.12 - $73.78 $2.81 Million - $3 Million	-40,650 Reduced 75.75%	13,015 $946,000
Q4 2022 Feb 02, 2023	SELL	$65.75 - $75.5 $263,197 - $302,226	-4,003 Reduced 6.94%	53,665 $3.87 Million
Q3 2022 Oct 18, 2022	SELL	$66.1 - $76.63 $326,534 - $378,552	-4,940 Reduced 7.89%	57,668 $3.81 Million
Q2 2022 Jul 25, 2022	BUY	$66.73 - $79.1 $3.44 Million - $4.08 Million	51,527 Added 465.0%	62,608 $4.4 Million
Q1 2022 Apr 29, 2022	SELL	$71.88 - $80.4 $10,638 - $11,899	-148 Reduced 1.32%	11,081 $860,000
Q4 2021 Jan 21, 2022	BUY	$73.28 - $81.04 $76,064 - $84,119	1,038 Added 10.19%	11,229 $908,000
Q3 2021 Nov 15, 2021	SELL	$73.5 - $78.28 $73,794 - $78,593	-1,004 Reduced 8.97%	10,191 $749,000
Q2 2021 Jul 21, 2021	SELL	$69.72 - $73.7 $1,254 - $1,326	-18 Reduced 0.16%	11,195 $824,000
Q1 2021 May 04, 2021	BUY	$65.18 - $69.88 $11,667 - $12,508	179 Added 1.62%	11,213 $776,000
Q4 2020 Feb 01, 2021	SELL	$61.66 - $67.88 $46,306 - $50,977	-751 Reduced 6.37%	11,034 $749,000
Q3 2020 Nov 03, 2020	SELL	$60.74 - $66.36 $6,681 - $7,299	-110 Reduced 0.92%	11,785 $751,000
Q2 2020 Jul 30, 2020	SELL	$51.94 - $64.01 $55,939 - $68,938	-1,077 Reduced 8.3%	11,895 $721,000
Q1 2020 Apr 29, 2020	SELL	$46.61 - $69.67 $92,847 - $138,782	-1,992 Reduced 13.31%	12,972 $701,000
Q4 2019 Feb 27, 2020	BUY	$62.68 - $65.67 $876,391 - $918,197	13,982 Added 1423.83%	14,964 $982,000
Q4 2019 Jan 27, 2020	SELL	$62.68 - $65.67 $1.04 Million - $1.09 Million	-16,524 Reduced 94.39%	982 $982,000
Q3 2019 Oct 28, 2019	SELL	$61.12 - $64.69 $742,608 - $785,983	-12,150 Reduced 40.97%	17,506 $1.12 Million
Q2 2019 Aug 02, 2019	BUY	$58.77 - $62.47 $447,180 - $475,334	7,609 Added 34.51%	29,656 $1.83 Million
Q1 2019 May 15, 2019	BUY	$51.18 - $58.8 $464,560 - $533,727	9,077 Added 69.98%	22,047 $1.3 Million
Q4 2018 Feb 08, 2019	BUY	$49.77 - $57.05 $645,516 - $739,938	12,970 New	12,970 $680,000
Q1 2018 May 15, 2018	SELL	$50.24 - $55.31 $338,165 - $372,291	-6,731 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$50.5 - $53.37 $339,915 - $359,233	6,731	6,731 $355,000

Others Institutions Holding USMV

# of Institutions

1,397

Shares Held

204M

Call Options Held

8.5K

Put Options Held

33.9K

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About ISHARES MSCI USA MIN VOL FACTO

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Institute For Wealth Management, Llc. Ishares Msci Usa Min Vol Facto Transaction History