Wealth Management Resources, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Wealth Management Resources, Inc.

  • $309 Million
  • Q3 2025

A detailed history of Wealth Management Resources, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 136,791 shares of USMV stock, worth $12.9 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
136,791
Previous 136,092 0.51%
Holding current value
$12.9 Million
Previous $12.8 Million 1.88%
% of portfolio
4.21%
Previous 4.36%

Shares

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

Oct 16, 2025
BUY
$92.18 - $95.14 $64,433 - $66,502
699 Added 0.51%
136,791 $13 Million
Q2 2025

Jul 24, 2025
SELL
$85.42 - $94.39 $354,834 - $392,096
-4,154 Reduced 2.96%
136,092 $12.8 Million
Q1 2025

Apr 23, 2025
BUY
$87.68 - $94.52 $266,459 - $287,246
3,039 Added 2.21%
140,246 $13.1 Million
Q4 2024

Jan 21, 2025
SELL
$88.59 - $94.57 $4.35 Million - $4.64 Million
-49,069 Reduced 26.34%
137,207 $12.2 Million
Q3 2024

Oct 31, 2024
BUY
$83.76 - $91.82 $127,231 - $139,474
1,519 Added 0.82%
186,276 $17 Million
Q2 2024

Jul 17, 2024
SELL
$79.92 - $84.63 $59,060 - $62,541
-739 Reduced 0.4%
184,757 $15.5 Million
Q1 2024

Apr 19, 2024
BUY
$77.86 - $83.58 $218,319 - $234,358
2,804 Added 1.53%
185,496 $15.5 Million
Q4 2023

Jan 19, 2024
BUY
$70.56 - $78.63 $3.03 Million - $3.38 Million
42,992 Added 30.77%
182,692 $14.3 Million
Q3 2023

Oct 24, 2023
BUY
$72.38 - $76.06 $614,578 - $645,825
8,491 Added 6.47%
139,700 $10.1 Million
Q2 2023

Jul 11, 2023
BUY
$71.44 - $74.33 $742,404 - $772,437
10,392 Added 8.6%
131,209 $9.75 Million
Q1 2023

Apr 10, 2023
BUY
$69.12 - $73.78 $175,841 - $187,696
2,544 Added 2.15%
120,817 $8.79 Million
Q4 2022

Jan 17, 2023
BUY
$65.75 - $75.5 $594,117 - $682,218
9,036 Added 8.27%
118,273 $0
Q3 2022

Oct 13, 2022
BUY
$66.1 - $76.63 $96,704 - $112,109
1,463 Added 1.36%
109,237 $7.22 Million
Q2 2022

Jul 22, 2022
SELL
$66.73 - $79.1 $2.53 Million - $3 Million
-37,883 Reduced 26.01%
107,774 $7.57 Million
Q1 2022

Apr 20, 2022
BUY
$71.88 - $80.4 $109,904 - $122,931
1,529 Added 1.06%
145,657 $11.3 Million
Q4 2021

Feb 10, 2022
BUY
$73.28 - $81.04 $10.6 Million - $11.7 Million
144,128 New
144,128 $11.7 Million

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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