Symphony Financial Services, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Symphony Financial Services, Inc.

$186 Billion
Q3 2025

A detailed history of Symphony Financial Services, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Symphony Financial Services, Inc. holds 25,662 shares of USMV stock, worth $2.42 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

25,662

Previous 20,864 23.0%

Holding current value

$2.42 Million

Previous $1.96 Billion 24.66%

% of portfolio

1.31%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$92.18 - $95.14 $442,279 - $456,481	4,798 Added 23.0%	25,662 $2.44 Billion
Q2 2025 Aug 08, 2025	BUY	$85.42 - $94.39 $125,311 - $138,470	1,467 Added 7.56%	20,864 $1.96 Billion
Q1 2025 May 12, 2025	SELL	$87.68 - $94.52 $72,599 - $78,262	-828 Reduced 4.09%	19,397 $1.82 Billion
Q4 2024 Feb 06, 2025	BUY	$88.59 - $94.57 $135,985 - $145,164	1,535 Added 8.21%	20,225 $1.8 Billion
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $141,303 - $154,900	1,687 Added 9.92%	18,690 $1.71 Billion

Q2 2024 Aug 09, 2024	BUY	$79.92 - $84.63 $1.36 Million - $1.44 Million	17,003 New	17,003 $1.43 Billion

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

Ticker USMV
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Symphony Financial Services, Inc. Ishares Msci Usa Min Vol Facto Transaction History