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

Cedar Wealth Management, LLC

$322 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	SELL	$69.12 - $73.78 $1.62 Million - $1.73 Million	-23,416 Reduced 85.04%	4,119 $299,000
Q4 2022 Feb 14, 2023	SELL	$65.75 - $75.5 $503,710 - $578,405	-7,661 Reduced 21.77%	27,535 $1.99 Million
Q3 2022 Nov 10, 2022	SELL	$66.1 - $76.63 $35,561 - $41,226	-538 Reduced 1.51%	35,196 $2.33 Million
Q2 2022 Aug 11, 2022	SELL	$66.73 - $79.1 $16,482 - $19,537	-247 Reduced 0.69%	35,734 $2.51 Million
Q1 2022 May 12, 2022	SELL	$71.88 - $80.4 $13,369 - $14,954	-186 Reduced 0.51%	35,981 $2.79 Million
Q4 2021 Feb 11, 2022	SELL	$73.28 - $81.04 $5,056 - $5,591	-69 Reduced 0.19%	36,167 $2.93 Million
Q2 2021 Aug 09, 2021	SELL	$69.72 - $73.7 $15,826 - $16,729	-227 Reduced 0.62%	36,236 $2.67 Million
Q1 2021 May 11, 2021	BUY	$65.18 - $69.88 $1,042 - $1,118	16 Added 0.04%	36,463 $2.52 Million
Q4 2020 Feb 11, 2021	SELL	$61.66 - $67.88 $2.59 Million - $2.85 Million	-41,957 Reduced 53.51%	36,447 $2.47 Million
Q3 2020 Nov 12, 2020	BUY	$60.74 - $66.36 $76,532 - $83,613	1,260 Added 1.63%	78,404 $5 Million
Q2 2020 Aug 04, 2020	BUY	$51.94 - $64.01 $5,921 - $7,297	114 Added 0.15%	77,144 $4.68 Million
Q1 2020 May 01, 2020	BUY	$46.61 - $69.67 $3.59 Million - $5.37 Million	77,030 New	77,030 $4.16 Million

Others Institutions Holding USMV

# of Institutions

1,282

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.01 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$945 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$913 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$494 Million
0.22% of portfolio

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 Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.