Mbm Wealth Consultants, LLC Ishares Msci Usa Min Vol Facto Transaction History

Mbm Wealth Consultants, LLC

$385 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	BUY	$65.75 - $75.5 $13,544 - $15,553	206 New	206 $15,000

Others Institutions Holding USMV

# of Institutions

1,485

Shares Held

198M

Call Options Held

32.7K

Put Options Held

95.2K

Morgan Stanley New York, NY

14.8M
Shares

$1.39 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

13.8M
Shares

$1.3 Billion
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.5M
Shares

$1.27 Billion
0.43% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$965 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.98M
Shares

$657 Million
1.0% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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