Cherry Tree Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cherry Tree Wealth Management, LLC

$422 Billion
Q3 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 15,274 shares of USMV stock, worth $1.42 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

15,274

Previous 15,685 2.62%

Holding current value

$1.42 Million

Previous $1.32 Billion 5.9%

% of portfolio

0.33%

Previous 0.33%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$83.76 - $91.82 $34,425 - $37,738	-411 Reduced 2.62%	15,274 $1.39 Billion
Q2 2024 Aug 06, 2024	SELL	$79.92 - $84.63 $40,998 - $43,415	-513 Reduced 3.17%	15,685 $1.32 Billion
Q1 2024 May 01, 2024	SELL	$77.86 - $83.58 $86,191 - $92,523	-1,107 Reduced 6.4%	16,198 $1.35 Billion
Q4 2023 Feb 06, 2024	BUY	$70.56 - $78.63 $11,289 - $12,580	160 Added 0.93%	17,305 $1.35 Billion
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $65,576 - $68,910	-906 Reduced 5.02%	17,145 $1.24 Billion
Q2 2023 Aug 09, 2023	BUY	$71.44 - $74.33 $1.29 Million - $1.34 Million	18,051 New	18,051 $1.34 Billion

Others Institutions Holding USMV

# of Institutions

1,273

Shares Held

204M

Call Options Held

16.1K

Put Options Held

3.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Account

Cherry Tree Wealth Management, LLC Ishares Msci Usa Min Vol Facto Transaction History