A detailed history of Watts Gwilliam & Co., LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Watts Gwilliam & Co., LLC holds 3,139 shares of USMV stock, worth $295,693. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,139
Previous 3,133 0.19%
Holding current value
$295,693
Previous $294,000 1.36%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 21, 2025

BUY
$92.18 - $95.14 $553 - $570
6 Added 0.19%
3,139 $298,000
Q2 2025

Sep 19, 2025

SELL
$85.42 - $94.39 $168,021 - $185,665
-1,967 Reduced 38.57%
3,133 $294,000
Q1 2025

May 13, 2025

BUY
$87.68 - $94.52 $65,847 - $70,984
751 Added 17.27%
5,100 $477,000
Q4 2024

Jan 08, 2025

BUY
$88.59 - $94.57 $442 - $472
5 Added 0.12%
4,349 $385 Million
Q3 2024

Oct 09, 2024

BUY
$83.76 - $91.82 $18,510 - $20,292
221 Added 5.36%
4,344 $395 Million
Q1 2024

May 15, 2024

BUY
$77.86 - $83.58 $321,016 - $344,600
4,123 New
4,123 $342 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


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

Track Watts Gwilliam & Co., LLC Portfolio

Follow Watts Gwilliam & Co., 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 Watts Gwilliam & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watts Gwilliam & Co., LLC with notifications on news.