A detailed history of Worth Financial Advisory Group, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 4,841 shares of USMV stock, worth $456,022. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,841
Previous 5,041 3.97%
Holding current value
$456,022
Previous $480 Million 4.96%
% of portfolio
0.22%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026

SELL
$92.34 - $95.43 $18,468 - $19,086
-200 Reduced 3.97%
4,841 $456 Million
Q3 2025

Oct 22, 2025

SELL
$92.18 - $95.14 $8,941 - $9,228
-97 Reduced 1.89%
5,041 $480 Million
Q2 2025

Jul 16, 2025

BUY
$85.42 - $94.39 $85,420 - $94,390
1,000 Added 24.17%
5,138 $482 Million
Q1 2025

Apr 21, 2025

BUY
$87.68 - $94.52 $94,256 - $101,609
1,075 Added 35.1%
4,138 $388 Million
Q4 2024

Feb 11, 2025

SELL
$88.59 - $94.57 $1,240 - $1,323
-14 Reduced 0.45%
3,063 $272 Million
Q3 2024

Oct 24, 2024

BUY
$83.76 - $91.82 $921 - $1,010
11 Added 0.36%
3,077 $281 Million
Q2 2024

Jul 26, 2024

SELL
$79.92 - $84.63 $4,395 - $4,654
-55 Reduced 1.76%
3,066 $257 Million
Q1 2024

Apr 30, 2024

SELL
$77.86 - $83.58 $20,243 - $21,730
-260 Reduced 7.69%
3,121 $261 Million
Q4 2023

Jan 19, 2024

SELL
$70.56 - $78.63 $17,640 - $19,657
-250 Reduced 6.89%
3,381 $264 Million
Q3 2023

Oct 13, 2023

SELL
$72.38 - $76.06 $1,809 - $1,901
-25 Reduced 0.68%
3,631 $263 Million
Q2 2023

Jul 28, 2023

SELL
$71.44 - $74.33 $4,857 - $5,054
-68 Reduced 1.83%
3,656 $272 Million
Q1 2023

Apr 19, 2023

BUY
$69.12 - $73.78 $967 - $1,032
14 Added 0.38%
3,724 $271 Million
Q4 2022

Feb 13, 2023

BUY
$65.75 - $75.5 $243,932 - $280,105
3,710 New
3,710 $267 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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