A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 32,776 shares of USMV stock, worth $3.09 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
32,776
Previous 30,477 7.54%
Holding current value
$3.09 Million
Previous $2.86 Million 9.02%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 07, 2025

BUY
$92.18 - $95.14 $211,921 - $218,726
2,299 Added 7.54%
32,776 $3.12 Million
Q2 2025

Jul 28, 2025

BUY
$85.42 - $94.39 $2.6 Million - $2.88 Million
30,477 New
30,477 $2.86 Million
Q1 2022

Apr 21, 2022

SELL
$71.88 - $80.4 $179,771 - $201,080
-2,501 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$73.28 - $81.04 $183,273 - $202,681
2,501 New
2,501 $202,000

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Perfromance Wealth Partners, LLC Portfolio

Follow Perfromance Wealth Partners, 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 Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.