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

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

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 13,816 shares of USMV stock, worth $1.29 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,816
Previous 14,458 4.44%
Holding current value
$1.29 Million
Previous $1.28 Billion 0.8%
% of portfolio
0.31%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$87.68 - $94.52 $56,290 - $60,681
-642 Reduced 4.44%
13,816 $1.29 Billion
Q4 2024

Feb 04, 2025
SELL
$88.59 - $94.57 $72,289 - $77,169
-816 Reduced 5.34%
14,458 $1.28 Billion
Q3 2024

Nov 12, 2024
SELL
$83.76 - $91.82 $34,425 - $37,738
-411 Reduced 2.62%
15,274 $1.39 Billion
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

# 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

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
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