Modera Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,836 shares of USMV stock, worth $267,151. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,836
Previous 2,723 4.15%
Holding current value
$267,151
Previous $255,000 5.49%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2025
BUY
$92.18 - $95.14 $10,416 - $10,750
113 Added 4.15%
2,836 $269,000
Q2 2025

Aug 06, 2025
BUY
$85.42 - $94.39 $30,836 - $34,074
361 Added 15.28%
2,723 $255,000
Q1 2025

May 08, 2025
SELL
$87.68 - $94.52 $35,685 - $38,469
-407 Reduced 14.7%
2,362 $221,000
Q4 2024

Feb 05, 2025
BUY
$88.59 - $94.57 $245,305 - $261,864
2,769 New
2,769 $245,000
Q1 2024

May 14, 2024
BUY
$77.86 - $83.58 $202,124 - $216,973
2,596 New
2,596 $216,000
Q3 2023

Nov 01, 2023
BUY
$72.38 - $76.06 $413,434 - $434,454
5,712 New
5,712 $413,000

Others Institutions Holding USMV

# of Institutions
1,485
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
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