Wealth Plan Investment Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,773 shares of USMV stock, worth $449,616. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,773
Previous 5,090 6.23%
Holding current value
$449,616
Previous $477,000 4.82%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Oct 27, 2025
SELL
$92.18 - $95.14 $29,221 - $30,159
-317 Reduced 6.23%
4,773 $454,000
Q2 2025

Jul 28, 2025
BUY
$85.42 - $94.39 $434,787 - $480,445
5,090 New
5,090 $477,000
Q3 2023

Nov 09, 2023
BUY
$72.38 - $76.06 $621,309 - $652,899
8,584 Added 925.0%
9,512 $688,000
Q2 2023

Aug 14, 2023
BUY
$71.44 - $74.33 $66,082 - $68,755
925 Added 30833.33%
928 $68,000
Q2 2023

Jul 25, 2023
SELL
$71.44 - $74.33 $66,082 - $68,755
-925 Reduced 99.68%
3 $0
Q1 2023

May 08, 2023
SELL
$69.12 - $73.78 $830,062 - $886,024
-12,009 Reduced 92.83%
928 $67,000
Q4 2022

Feb 15, 2023
BUY
$65.75 - $75.5 $71,996 - $82,672
1,095 Added 9.25%
12,937 $932,000
Q3 2022

Dec 12, 2022
BUY
$66.1 - $76.63 $172,190 - $199,621
2,605 Added 28.2%
11,842 $875,000
Q1 2022

Sep 07, 2022
BUY
$71.88 - $80.4 $663,955 - $742,654
9,237 New
9,237 $678,000

Others Institutions Holding USMV

# of Institutions
1,486
Shares Held
197M
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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