Strategic Wealth Partners, Ltd. Ishares Msci Usa Min Vol Facto Transaction History

Strategic Wealth Partners, Ltd.

  • $1.19 Billion
  • Q3 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,004 shares of USMV stock, worth $94,576. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,004
Previous 1,146 12.39%
Holding current value
$94,576
Previous $107,000 11.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
SELL
$92.18 - $95.14 $13,089 - $13,509
-142 Reduced 12.39%
1,004 $95,000
Q2 2025

Aug 11, 2025
BUY
$85.42 - $94.39 $97,891 - $108,170
1,146 New
1,146 $107,000
Q4 2022

Apr 24, 2023
SELL
$65.75 - $75.5 $603,913 - $693,467
-9,185 Closed
0 $0
Q3 2022

Apr 24, 2023
BUY
$66.1 - $76.63 $607,128 - $703,846
9,185 New
9,185 $626,000
Q2 2020

Aug 11, 2020
SELL
$51.94 - $64.01 $342,544 - $422,145
-6,595 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$62.68 - $65.67 $1,253 - $1,313
20 Added 0.3%
6,595 $433,000
Q3 2019

Oct 28, 2019
SELL
$61.12 - $64.69 $53,480 - $56,603
-875 Reduced 11.74%
6,575 $417,000
Q2 2019

Aug 06, 2019
BUY
$58.77 - $62.47 $29,561 - $31,422
503 Added 7.24%
7,450 $459,000
Q1 2019

May 14, 2019
BUY
$51.18 - $58.8 $42,325 - $48,627
827 Added 13.51%
6,947 $410,000
Q4 2018

Jan 24, 2019
BUY
$49.77 - $57.05 $230,833 - $264,597
4,638 Added 312.96%
6,120 $320,000
Q3 2018

Dec 06, 2018
SELL
$53.24 - $57.58 $1,543 - $1,669
-29 Reduced 1.92%
1,482 $85,000
Q2 2018

Sep 04, 2018
SELL
$51.06 - $53.87 $6,535 - $6,895
-128 Reduced 7.81%
1,511 $80,000
Q1 2018

Jul 13, 2018
BUY
$50.24 - $55.31 $82,343 - $90,653
1,639 New
1,639 $85,000

Others Institutions Holding USMV

# of Institutions
1,485
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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