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

Certus Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Certus Wealth Management, LLC holds 10,534 shares of USMV stock, worth $983,664. This represents 0.65% of its overall portfolio holdings.

Number of Shares

10,534

Previous 10,734 1.86%

Holding current value

$983,664

Previous $980,000 4.59%

% of portfolio

0.65%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$88.59 - $94.57 $17,718 - $18,914	-200 Reduced 1.86%	10,534 $935,000
Q3 2024 Nov 12, 2024	SELL	$83.76 - $91.82 $26,049 - $28,556	-311 Reduced 2.82%	10,734 $980,000
Q2 2024 Aug 02, 2024	SELL	$79.92 - $84.63 $221,058 - $234,086	-2,766 Reduced 20.03%	11,045 $927,000
Q1 2024 May 06, 2024	SELL	$77.86 - $83.58 $516,133 - $554,051	-6,629 Reduced 32.43%	13,811 $1.15 Million
Q4 2023 Feb 09, 2024	SELL	$70.56 - $78.63 $368,111 - $410,212	-5,217 Reduced 20.33%	20,440 $1.59 Million
Q3 2023 Nov 02, 2023	BUY	$72.38 - $76.06 $336,856 - $353,983	4,654 Added 22.16%	25,657 $1.86 Million
Q2 2023 Aug 10, 2023	BUY	$71.44 - $74.33 $1.5 Million - $1.56 Million	21,003 New	21,003 $1.56 Billion

Others Institutions Holding USMV

# of Institutions

1,387

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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