4 J Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

4 J Wealth Management LLC

$102 Million
Q1 2025

A detailed history of 4 J Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, 4 J Wealth Management LLC holds 7,267 shares of USMV stock, worth $679,537. This represents 0.67% of its overall portfolio holdings.

Number of Shares

7,267

Previous 7,267 -0.0%

Holding current value

$679,537

Previous $645,000 5.43%

% of portfolio

0.67%

Previous 0.61%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	SELL	$79.92 - $84.63 $19,980 - $21,157	-250 Reduced 3.33%	7,267 $610,000
Q4 2023 Jan 22, 2024	SELL	$70.56 - $78.63 $89,046 - $99,231	-1,262 Reduced 14.38%	7,517 $586,000
Q3 2023 Oct 24, 2023	SELL	$72.38 - $76.06 $4,125 - $4,335	-57 Reduced 0.65%	8,779 $635,000
Q2 2023 Jul 14, 2023	SELL	$71.44 - $74.33 $15,716 - $16,352	-220 Reduced 2.43%	8,836 $656,000
Q1 2023 Apr 21, 2023	SELL	$69.12 - $73.78 $90,616 - $96,725	-1,311 Reduced 12.65%	9,056 $658,000
Q4 2022 Jan 17, 2023	SELL	$65.75 - $75.5 $13,741 - $15,779	-209 Reduced 1.98%	10,367 $0
Q3 2022 Oct 27, 2022	BUY	$66.1 - $76.63 $699,073 - $810,438	10,576 New	10,576 $699,000
Q2 2022 Aug 01, 2022	SELL	$66.73 - $79.1 $19,551 - $23,176	-293 Reduced 2.65%	10,760 $755,000
Q1 2022 Apr 28, 2022	SELL	$71.88 - $80.4 $16,532 - $18,492	-230 Reduced 2.04%	11,053 $857,000
Q4 2021 Jan 20, 2022	SELL	$73.28 - $81.04 $13,556 - $14,992	-185 Reduced 1.61%	11,283 $913,000
Q3 2021 Oct 19, 2021	SELL	$73.5 - $78.28 $94,080 - $100,198	-1,280 Reduced 10.04%	11,468 $843,000
Q2 2021 Jul 13, 2021	SELL	$69.72 - $73.7 $58,007 - $61,318	-832 Reduced 6.13%	12,748 $938,000
Q1 2021 Apr 13, 2021	SELL	$65.18 - $69.88 $341,086 - $365,682	-5,233 Reduced 27.82%	13,580 $940,000
Q4 2020 Jan 15, 2021	BUY	$61.66 - $67.88 $1.16 Million - $1.28 Million	18,813 New	18,813 $1.28 Million

Others Institutions Holding USMV

# of Institutions

1,445

Shares Held

205M

Call Options Held

12.5K

Put Options Held

47.4K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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4 J Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History