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 15,685 shares of USMV stock, worth $1.47 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
15,685
Previous 16,198 3.17%
Holding current value
$1.47 Million
Previous $1.35 Billion 2.73%
% of portfolio
0.33%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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