O'Brien Wealth Partners LLC Ishares Msci Usa Min Vol Facto Transaction History

O'Brien Wealth Partners LLC

$658 Million
Q3 2025

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 10,190 shares of USMV stock, worth $959,898. This represents 0.15% of its overall portfolio holdings.

Number of Shares

10,190

Previous 10,190 -0.0%

Holding current value

$959,898

Previous $956,000 1.36%

% of portfolio

0.15%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 08, 2023	SELL	$69.12 - $73.78 $56,954 - $60,794	-824 Reduced 7.48%	10,190 $741,000
Q3 2021 Oct 07, 2021	SELL	$73.5 - $78.28 $153,468 - $163,448	-2,088 Reduced 15.94%	11,014 $812,000
Q2 2021 Jul 12, 2021	SELL	$69.72 - $73.7 $340,442 - $359,877	-4,883 Reduced 27.15%	13,102 $982,000
Q1 2021 Apr 13, 2021	BUY	$65.18 - $69.88 $1,303 - $1,397	20 Added 0.11%	17,985 $1.27 Million
Q4 2020 Jan 11, 2021	BUY	$61.66 - $67.88 $1,356 - $1,493	22 Added 0.12%	17,965 $1.23 Million

Q3 2020 Oct 09, 2020	SELL	$60.74 - $66.36 $50,596 - $55,277	-833 Reduced 4.44%	17,943 $1.17 Million
Q2 2020 Jul 10, 2020	BUY	$51.94 - $64.01 $1,246 - $1,536	24 Added 0.13%	18,776 $1.14 Million
Q1 2020 Apr 03, 2020	BUY	$46.61 - $69.67 $1,351 - $2,020	29 Added 0.15%	18,752 $996,000
Q4 2019 Jan 07, 2020	BUY	$62.68 - $65.67 $3,071 - $3,217	49 Added 0.26%	18,723 $1.23 Million
Q2 2019 Jul 08, 2019	BUY	$58.77 - $62.47 $93,150 - $99,014	1,585 Added 9.27%	18,674 $1.18 Million
Q1 2019 Apr 05, 2019	BUY	$51.18 - $58.8 $1,279 - $1,470	25 Added 0.15%	17,089 $1.01 Million
Q4 2018 Jan 17, 2019	BUY	$49.77 - $57.05 $540,203 - $619,220	10,854 Added 174.78%	17,064 $912,000
Q3 2018 Oct 09, 2018	BUY	$53.24 - $57.58 $13,735 - $14,855	258 Added 4.33%	6,210 $354,000
Q1 2018 Apr 11, 2018	BUY	$50.24 - $55.31 $1,356 - $1,493	27 Added 0.46%	5,952 $309,000
Q4 2017 Jan 10, 2018	BUY	$50.5 - $53.37 $2,626 - $2,775	52 Added 0.89%	5,925 $313,000
Q3 2017 Oct 12, 2017	BUY	$50.1 - $50.34 $294,237 - $295,646	5,873	5,873 $296,000

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

Ticker USMV
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O'Brien Wealth Partners LLC Ishares Msci Usa Min Vol Facto Transaction History