Phillips Wealth Planners LLC Ishares Msci Usa Min Vol Facto Transaction History

Phillips Wealth Planners LLC

  • $120 Billion
  • Q3 2025

A detailed history of Phillips Wealth Planners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 3,672 shares of USMV stock, worth $345,902. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,672
Previous 3,631 1.13%
Holding current value
$345,902
Previous $340 Million 2.78%
% of portfolio
0.29%
Previous 0.31%

Shares

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

Nov 07, 2025
BUY
$92.18 - $95.14 $3,779 - $3,900
41 Added 1.13%
3,672 $349 Million
Q2 2025

Jul 11, 2025
SELL
$85.42 - $94.39 $2,648 - $2,926
-31 Reduced 0.85%
3,631 $340 Million
Q1 2025

Apr 23, 2025
SELL
$87.68 - $94.52 $5,523 - $5,954
-63 Reduced 1.69%
3,662 $330 Million
Q4 2024

Jan 17, 2025
SELL
$88.59 - $94.57 $4,606 - $4,917
-52 Reduced 1.38%
3,725 $327 Million
Q3 2024

Oct 28, 2024
SELL
$83.76 - $91.82 $167,017 - $183,089
-1,994 Reduced 34.55%
3,777 $350 Million
Q2 2024

Aug 02, 2024
BUY
$79.92 - $84.63 $2,717 - $2,877
34 Added 0.59%
5,771 $489 Million
Q1 2024

Apr 29, 2024
SELL
$77.86 - $83.58 $11,679 - $12,537
-150 Reduced 2.55%
5,737 $459 Million
Q4 2023

Feb 12, 2024
BUY
$70.56 - $78.63 $9,455 - $10,536
134 Added 2.33%
5,887 $464 Million
Q3 2023

Oct 30, 2023
BUY
$72.38 - $76.06 $2,460 - $2,586
34 Added 0.59%
5,753 $416 Million
Q2 2023

Jul 26, 2023
BUY
$71.44 - $74.33 $3,000 - $3,121
42 Added 0.74%
5,719 $425 Million
Q1 2023

May 15, 2023
SELL
$69.12 - $73.78 $236,113 - $252,032
-3,416 Reduced 37.57%
5,677 $420 Million
Q4 2022

Feb 14, 2023
BUY
$65.75 - $75.5 $597,864 - $686,521
9,093 New
9,093 $667 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
  • Industry ETFs
More about USMV
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