Waypoint Wealth Counsel Ishares Msci Usa Min Vol Facto Transaction History

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025

A detailed history of Waypoint Wealth Counsel transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Waypoint Wealth Counsel holds 7,022 shares of USMV stock, worth $661,472. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,022
Previous 6,996 0.37%
Holding current value
$661,472
Previous $657 Million 1.73%
% of portfolio
0.26%
Previous 0.33%

Shares

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

Oct 20, 2025
BUY
$92.18 - $95.14 $2,396 - $2,473
26 Added 0.37%
7,022 $668 Million
Q2 2025

Jul 25, 2025
BUY
$85.42 - $94.39 $2,050 - $2,265
24 Added 0.34%
6,996 $657 Million
Q1 2025

Apr 23, 2025
BUY
$87.68 - $94.52 $2,104 - $2,268
24 Added 0.35%
6,972 $653 Million
Q4 2024

Jan 22, 2025
SELL
$88.59 - $94.57 $99,043 - $105,729
-1,118 Reduced 13.86%
6,948 $617 Million
Q3 2024

Oct 04, 2024
SELL
$83.76 - $91.82 $147,082 - $161,235
-1,756 Reduced 17.88%
8,066 $737 Million
Q2 2024

Jul 19, 2024
BUY
$79.92 - $84.63 $2,237 - $2,369
28 Added 0.29%
9,822 $825 Million
Q1 2024

Apr 12, 2024
SELL
$77.86 - $83.58 $42,823 - $45,969
-550 Reduced 5.32%
9,794 $819 Million
Q4 2023

Apr 03, 2024
SELL
$70.56 - $78.63 $21,026 - $23,431
-298 Reduced 2.8%
10,344 $807 Million
Q3 2023

Apr 03, 2024
SELL
$72.38 - $76.06 $708,744 - $744,779
-9,792 Reduced 47.92%
10,642 $770 Million
Q2 2023

Apr 02, 2024
SELL
$71.44 - $74.33 $341,697 - $355,520
-4,783 Reduced 18.97%
20,434 $1.52 Billion
Q1 2023

Apr 04, 2024
BUY
$69.12 - $73.78 $885,911 - $945,638
12,817 Added 123.91%
23,161 $1.68 Billion
Q4 2022

Mar 22, 2024
BUY
$65.75 - $75.5 $1.66 Million - $1.9 Million
25,217 New
25,217 $1.82 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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel 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 Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email