Mission Wealth Management, LP Ishares Msci Usa Min Vol Facto Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mission Wealth Management, LP holds 7,533 shares of USMV stock, worth $709,608. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,533
Previous 7,874 4.33%
Holding current value
$709,608
Previous $739,000 3.11%
% of portfolio
0.01%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$92.18 - $95.14 $31,433 - $32,442
-341 Reduced 4.33%
7,533 $716,000
Q2 2025

Aug 05, 2025
BUY
$85.42 - $94.39 $1,622 - $1,793
19 Added 0.24%
7,874 $739,000
Q1 2025

Apr 17, 2025
BUY
$87.68 - $94.52 $29,022 - $31,286
331 Added 4.4%
7,855 $735,000
Q4 2024

Feb 06, 2025
SELL
$88.59 - $94.57 $518,871 - $553,896
-5,857 Reduced 43.77%
7,524 $668,000
Q3 2024

Oct 31, 2024
BUY
$83.76 - $91.82 $594,277 - $651,462
7,095 Added 112.87%
13,381 $1.22 Million
Q2 2024

Aug 02, 2024
SELL
$79.92 - $84.63 $5,914 - $6,262
-74 Reduced 1.16%
6,286 $527,000
Q1 2024

Apr 30, 2024
SELL
$77.86 - $83.58 $5,605 - $6,017
-72 Reduced 1.12%
6,360 $531,000
Q4 2023

Feb 05, 2024
BUY
$70.56 - $78.63 $58,847 - $65,577
834 Added 14.9%
6,432 $501,000
Q3 2023

Oct 23, 2023
BUY
$72.38 - $76.06 $32,426 - $34,074
448 Added 8.7%
5,598 $405,000
Q2 2023

Aug 04, 2023
SELL
$71.44 - $74.33 $19,003 - $19,771
-266 Reduced 4.91%
5,150 $382,000
Q4 2022

Feb 02, 2023
SELL
$65.75 - $75.5 $7,890 - $9,060
-120 Reduced 2.17%
5,416 $390,000
Q3 2022

Oct 12, 2022
SELL
$66.1 - $76.63 $3,635 - $4,214
-55 Reduced 0.98%
5,536 $366,000
Q2 2022

Jul 27, 2022
BUY
$66.73 - $79.1 $93,889 - $111,293
1,407 Added 33.63%
5,591 $393,000
Q1 2022

Apr 25, 2022
SELL
$71.88 - $80.4 $68,214 - $76,299
-949 Reduced 18.49%
4,184 $325,000
Q4 2021

Feb 11, 2022
SELL
$73.28 - $81.04 $17,587 - $19,449
-240 Reduced 4.47%
5,133 $415,000
Q3 2021

Nov 05, 2021
BUY
$73.5 - $78.28 $72,471 - $77,184
986 Added 22.48%
5,373 $395,000
Q2 2021

Aug 10, 2021
BUY
$69.72 - $73.7 $305,861 - $323,321
4,387 New
4,387 $323,000
Q3 2020

Oct 16, 2020
SELL
$60.74 - $66.36 $244,964 - $267,629
-4,033 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$51.94 - $64.01 $209,474 - $258,152
4,033 New
4,033 $245,000

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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email