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

Certus Wealth Management, LLC

  • $130 Million
  • Q2 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 11,045 shares of USMV stock, worth $1 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
11,045
Previous 13,811 20.03%
Holding current value
$1 Million
Previous $1.15 Million 19.67%
% of portfolio
0.71%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,245
Shares Held
211M
Call Options Held
16.1K
Put Options Held
102K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email