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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Modern Wealth Management, LLC holds 212,469 shares of USMV stock, worth $20 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
212,469
Previous 59,879 254.83%
Holding current value
$20 Million
Previous $5.62 Million 359585.52%
% of portfolio
0.4%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$92.18 - $95.14 $14.1 Million - $14.5 Million
152,590 Added 254.83%
212,469 $20.2 Billion
Q2 2025

Nov 12, 2025
BUY
$85.42 - $94.39 $11,104 - $12,270
130 Added 0.22%
59,879 $5.62 Million
Q2 2025

Aug 14, 2025
SELL
$85.42 - $94.39 $42,624 - $47,100
-499 Reduced 0.83%
59,749 $5.61 Million
Q1 2025

May 15, 2025
BUY
$87.68 - $94.52 $160,717 - $173,255
1,833 Added 3.14%
60,248 $5.64 Billion
Q4 2024

May 30, 2025
SELL
$88.59 - $94.57 $144,756 - $154,527
-1,634 Reduced 2.71%
58,614 $5.2 Million
Q4 2024

May 29, 2025
SELL
$88.59 - $94.57 $144,756 - $154,527
-1,634 Reduced 2.71%
58,614 $5.2 Million
Q4 2024

Feb 11, 2025
BUY
$88.59 - $94.57 $35,436 - $37,828
400 Added 0.69%
58,415 $5.44 Billion
Q3 2024

May 30, 2025
SELL
$83.76 - $91.82 $187,119 - $205,125
-2,234 Reduced 3.71%
58,014 $5.3 Million
Q3 2024

May 29, 2025
SELL
$83.76 - $91.82 $187,119 - $205,125
-2,234 Reduced 3.71%
58,014 $5.3 Million
Q3 2024

Nov 05, 2024
SELL
$83.76 - $91.82 $21,358 - $23,414
-255 Reduced 0.44%
58,015 $5.3 Billion
Q2 2024

May 29, 2025
SELL
$79.92 - $84.63 $158,081 - $167,398
-1,978 Reduced 3.28%
58,270 $4.89 Million
Q2 2024

Aug 07, 2024
BUY
$79.92 - $84.63 $377,382 - $399,622
4,722 Added 8.82%
58,270 $4.89 Billion
Q1 2024

May 28, 2025
SELL
$77.86 - $83.58 $521,039 - $559,317
-6,692 Reduced 11.11%
53,556 $4.48 Billion
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $28,263 - $30,339
-363 Reduced 0.67%
53,548 $4.44 Billion
Q4 2023

May 28, 2025
SELL
$70.56 - $78.63 $442,340 - $492,931
-6,269 Reduced 10.41%
53,979 $4.21 Billion
Q4 2023

Feb 14, 2024
BUY
$70.56 - $78.63 $3.8 Million - $4.24 Million
53,911 New
53,911 $4.21 Billion

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
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email