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

Ptm Wealth Management, LLC

  • $168 Billion
  • Q3 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 9,470 shares of USMV stock, worth $892,074. This represents 0.54% of its overall portfolio holdings.

Number of Shares
9,470
Previous 9,508 0.4%
Holding current value
$892,074
Previous $895 Million 0.58%
% of portfolio
0.54%
Previous 0.59%

Shares

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

Oct 27, 2025
SELL
$92.18 - $95.14 $3,502 - $3,615
-38 Reduced 0.4%
9,470 $900 Million
Q2 2025

Jul 08, 2025
BUY
$85.42 - $94.39 $2,904 - $3,209
34 Added 0.36%
9,508 $895 Million
Q1 2025

May 07, 2025
BUY
$87.68 - $94.52 $830,680 - $895,482
9,474 New
9,474 $809 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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