Jfs Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Jfs Wealth Advisors, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 5,608 shares of USMV stock, worth $528,273. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,608
Previous 6,726 16.62%
Holding current value
$528,273
Previous $639,000 17.37%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 13, 2026
SELL
$92.34 - $95.43 $103,236 - $106,690
-1,118 Reduced 16.62%
5,608 $528,000
Q3 2025

Nov 10, 2025
BUY
$92.18 - $95.14 $30,972 - $31,967
336 Added 5.26%
6,726 $639,000
Q2 2025

Jul 24, 2025
SELL
$85.42 - $94.39 $110,789 - $122,423
-1,297 Reduced 16.87%
6,390 $599,000
Q1 2025

Apr 22, 2025
BUY
$87.68 - $94.52 $332,745 - $358,703
3,795 Added 97.51%
7,687 $719,000
Q3 2024

Oct 25, 2024
BUY
$83.76 - $91.82 $37,608 - $41,227
449 Added 13.04%
3,892 $355,000
Q2 2024

Jul 15, 2024
SELL
$79.92 - $84.63 $176,143 - $186,524
-2,204 Reduced 39.03%
3,443 $289,000
Q1 2024

Apr 30, 2024
BUY
$77.86 - $83.58 $135,009 - $144,927
1,734 Added 44.31%
5,647 $471,000
Q4 2023

Feb 07, 2024
BUY
$70.56 - $78.63 $118,611 - $132,177
1,681 Added 75.31%
3,913 $305,000
Q3 2023

Nov 02, 2023
BUY
$72.38 - $76.06 $117,617 - $123,597
1,625 Added 267.71%
2,232 $161,000
Q2 2023

Aug 07, 2023
BUY
$71.44 - $74.33 $7,501 - $7,804
105 Added 20.92%
607 $45,000
Q1 2022

May 02, 2022
SELL
$71.88 - $80.4 $503 - $562
-7 Reduced 1.38%
502 $39,000
Q4 2021

Feb 03, 2022
BUY
$73.28 - $81.04 $512 - $567
7 Added 1.39%
509 $41,000
Q3 2021

Nov 09, 2021
BUY
$73.5 - $78.28 $36,897 - $39,296
502 New
502 $37,000

Others Institutions Holding USMV

# of Institutions
1,487
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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