Opes Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Opes Wealth Management LLC

  • $567 Million
  • Q3 2025

A detailed history of Opes Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Opes Wealth Management LLC holds 9,894 shares of USMV stock, worth $932,014. This represents 0.17% of its overall portfolio holdings.

Number of Shares
9,894
Previous 11,143 11.21%
Holding current value
$932,014
Previous $1.05 Million 9.95%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Nov 24, 2025
SELL
$92.18 - $95.14 $115,132 - $118,829
-1,249 Reduced 11.21%
9,894 $941,000
Q2 2025

Jul 30, 2025
SELL
$85.42 - $94.39 $9,054 - $10,005
-106 Reduced 0.94%
11,143 $1.05 Million
Q1 2025

May 06, 2025
BUY
$87.68 - $94.52 $79,175 - $85,351
903 Added 8.73%
11,249 $1.05 Million
Q4 2024

Jan 30, 2025
BUY
$88.59 - $94.57 $677,359 - $723,082
7,646 Added 283.19%
10,346 $918,000
Q3 2024

Oct 29, 2024
BUY
$83.76 - $91.82 $502 - $550
6 Added 0.22%
2,700 $246,000
Q2 2024

Aug 05, 2024
BUY
$79.92 - $84.63 $399 - $423
5 Added 0.19%
2,694 $226,000
Q1 2024

May 02, 2024
BUY
$77.86 - $83.58 $545 - $585
7 Added 0.26%
2,689 $224,000
Q4 2023

Jan 31, 2024
BUY
$70.56 - $78.63 $189,241 - $210,885
2,682 New
2,682 $209,000
Q2 2022

Aug 10, 2022
SELL
$66.73 - $79.1 $175,032 - $207,479
-2,623 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$73.28 - $81.04 $192,213 - $212,567
2,623 New
2,623 $212,000
Q2 2021

Aug 03, 2021
SELL
$69.72 - $73.7 $213,900 - $226,111
-3,068 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$65.18 - $69.88 $199,972 - $214,391
3,068 New
3,068 $212,000
Q4 2020

Jan 29, 2021
SELL
$61.66 - $67.88 $206,376 - $227,194
-3,347 Closed
0 $0
Q3 2020

Nov 09, 2020
BUY
$60.74 - $66.36 $425 - $464
7 Added 0.21%
3,347 $213,000
Q2 2020

Aug 11, 2020
SELL
$51.94 - $64.01 $2.28 Million - $2.81 Million
-43,969 Reduced 92.94%
3,340 $203,000
Q1 2020

Apr 16, 2020
SELL
$46.61 - $69.67 $219,905 - $328,703
-4,718 Reduced 9.07%
47,309 $2.56 Million
Q4 2019

Jan 30, 2020
SELL
$62.68 - $65.67 $206,530 - $216,382
-3,295 Reduced 5.96%
52,027 $3.41 Million
Q3 2019

Nov 12, 2019
SELL
$61.12 - $64.69 $10,940 - $11,579
-179 Reduced 0.32%
55,322 $3.55 Million
Q2 2019

Jul 30, 2019
SELL
$58.77 - $62.47 $960,713 - $1.02 Million
-16,347 Reduced 22.75%
55,501 $3.43 Million
Q1 2019

Apr 30, 2019
BUY
$51.18 - $58.8 $3.68 Million - $4.22 Million
71,848 New
71,848 $4.23 Million

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
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More about USMV
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