Gerber Kawasaki Wealth & Investment Management Ishares Msci Usa Min Vol Facto Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 126,118 shares of USMV stock, worth $11.5 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
126,118
Previous 126,849 0.58%
Holding current value
$11.5 Million
Previous $10.7 Million 8.12%
% of portfolio
0.53%
Previous 0.54%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$83.76 - $91.82 $61,228 - $67,120
-731 Reduced 0.58%
126,118 $11.5 Million
Q2 2024

Aug 13, 2024
SELL
$79.92 - $84.63 $224,735 - $237,979
-2,812 Reduced 2.17%
126,849 $10.7 Million
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $179,155 - $192,317
-2,301 Reduced 1.74%
129,661 $10.8 Million
Q4 2023

Feb 12, 2024
SELL
$70.56 - $78.63 $268,763 - $299,501
-3,809 Reduced 2.81%
131,962 $10.3 Million
Q3 2023

Nov 14, 2023
SELL
$72.38 - $76.06 $251,448 - $264,232
-3,474 Reduced 2.49%
135,771 $9.83 Million
Q2 2023

Aug 10, 2023
SELL
$71.44 - $74.33 $779,053 - $810,568
-10,905 Reduced 7.26%
139,245 $10.4 Million
Q1 2023

May 15, 2023
BUY
$69.12 - $73.78 $4,976 - $5,312
72 Added 0.05%
150,150 $10.9 Million
Q4 2022

Feb 08, 2023
SELL
$65.75 - $75.5 $9.96 Million - $11.4 Million
-151,546 Reduced 50.24%
150,078 $10.8 Million
Q3 2022

Nov 14, 2022
BUY
$66.1 - $76.63 $592,322 - $686,681
8,961 Added 3.06%
301,624 $19.9 Million
Q2 2022

Aug 04, 2022
SELL
$66.73 - $79.1 $6.76 Million - $8.02 Million
-101,366 Reduced 25.73%
292,663 $20.5 Million
Q1 2022

May 12, 2022
SELL
$71.88 - $80.4 $1.01 Million - $1.13 Million
-14,002 Reduced 3.43%
394,029 $30.6 Million
Q4 2021

Feb 11, 2022
BUY
$73.28 - $81.04 $29.7 Million - $32.8 Million
404,982 Added 13282.45%
408,031 $33 Million
Q3 2021

Nov 15, 2021
SELL
$73.5 - $78.28 $26.5 Million - $28.3 Million
-360,941 Reduced 99.16%
3,049 $3.05 Million
Q2 2021

Aug 11, 2021
BUY
$69.72 - $73.7 $2.49 Million - $2.64 Million
35,769 Added 10.9%
363,990 $26.8 Million
Q1 2021

May 07, 2021
SELL
$65.18 - $69.88 $453,652 - $486,364
-6,960 Reduced 2.08%
328,221 $22.7 Million
Q4 2020

Feb 09, 2021
BUY
$61.66 - $67.88 $987,669 - $1.09 Million
16,018 Added 5.02%
335,181 $22.8 Million
Q3 2020

Nov 02, 2020
BUY
$60.74 - $66.36 $932,116 - $1.02 Million
15,346 Added 5.05%
319,163 $20.3 Million
Q2 2020

Aug 10, 2020
SELL
$51.94 - $64.01 $7.02 Million - $8.65 Million
-135,201 Reduced 30.8%
303,817 $18.4 Million
Q1 2020

May 05, 2020
BUY
$46.61 - $69.67 $1.23 Million - $1.84 Million
26,477 Added 6.42%
439,018 $23.7 Million
Q4 2019

Feb 06, 2020
BUY
$62.68 - $65.67 $1.55 Million - $1.62 Million
24,659 Added 6.36%
412,541 $27.1 Million
Q3 2019

Nov 07, 2019
BUY
$61.12 - $64.69 $2.02 Million - $2.14 Million
33,110 Added 9.33%
387,882 $24.9 Million
Q2 2019

Aug 09, 2019
BUY
$58.77 - $62.47 $2.78 Million - $2.95 Million
47,239 Added 15.36%
354,772 $21.9 Million
Q1 2019

May 07, 2019
BUY
$51.18 - $58.8 $10.4 Million - $11.9 Million
202,610 Added 193.1%
307,533 $18.1 Million
Q4 2018

Feb 08, 2019
BUY
$49.77 - $57.05 $4.7 Million - $5.39 Million
94,448 Added 901.65%
104,923 $5.5 Million
Q3 2018

Nov 06, 2018
BUY
$53.24 - $57.58 $8,358 - $9,040
157 Added 1.52%
10,475 $597,000
Q2 2018

Aug 03, 2018
BUY
$51.06 - $53.87 $170,131 - $179,494
3,332 Added 47.7%
10,318 $549,000
Q1 2018

May 08, 2018
BUY
$50.24 - $55.31 $26,878 - $29,590
535 Added 8.29%
6,986 $362,000
Q4 2017

Feb 06, 2018
SELL
$50.5 - $53.37 $31,007 - $32,769
-614 Reduced 8.69%
6,451 $340,000
Q3 2017

Nov 13, 2017
SELL
$50.1 - $50.34 $89,478 - $89,907
-1,786 Reduced 20.18%
7,065 $358,000
Q2 2017

Aug 09, 2017
BUY
N/A
8,851
8,851 $431,000

Others Institutions Holding USMV

# of Institutions
1,281
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
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 Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management 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 Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email