Kerntke Otto Mc Glone Wealth Management Group Ishares Msci Usa Min Vol Facto Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $118 Million
  • Q3 2024

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 9,676 shares of USMV stock, worth $869,001. This represents 0.75% of its overall portfolio holdings.

Number of Shares
9,676
Previous 10,061 3.83%
Holding current value
$869,001
Previous $844,000 4.62%
% of portfolio
0.75%
Previous 0.79%

Shares

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

Nov 12, 2024
SELL
$83.76 - $91.82 $32,247 - $35,350
-385 Reduced 3.83%
9,676 $883,000
Q2 2024

Aug 14, 2024
SELL
$79.92 - $84.63 $10,229 - $10,832
-128 Reduced 1.26%
10,061 $844,000
Q1 2024

May 10, 2024
SELL
$77.86 - $83.58 $9,031 - $9,695
-116 Reduced 1.13%
10,189 $851,000
Q4 2023

Feb 06, 2024
SELL
$70.56 - $78.63 $36,479 - $40,651
-517 Reduced 4.78%
10,305 $804,000
Q3 2023

Nov 13, 2023
SELL
$72.38 - $76.06 $37,203 - $39,094
-514 Reduced 4.53%
10,822 $783,000
Q2 2023

Aug 09, 2023
BUY
$71.44 - $74.33 $3,000 - $3,121
42 Added 0.37%
11,336 $842,000
Q1 2023

May 04, 2023
SELL
$69.12 - $73.78 $36,910 - $39,398
-534 Reduced 4.51%
11,294 $821,000
Q4 2022

Feb 14, 2023
BUY
$65.75 - $75.5 $4,010 - $4,605
61 Added 0.52%
11,828 $852,000
Q3 2022

Nov 14, 2022
SELL
$66.1 - $76.63 $114,683 - $132,953
-1,735 Reduced 12.85%
11,767 $778,000
Q2 2022

Aug 12, 2022
BUY
$66.73 - $79.1 $900,988 - $1.07 Million
13,502 New
13,502 $948,000
Q1 2022

May 16, 2022
SELL
$71.88 - $80.4 $3 Million - $3.35 Million
-41,695 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$73.28 - $81.04 $3.06 Million - $3.38 Million
41,695 New
41,695 $3.37 Million
Q3 2021

Nov 09, 2021
SELL
$73.5 - $78.28 $3.56 Million - $3.79 Million
-48,407 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
$69.72 - $73.7 $287,943 - $304,381
4,130 Added 9.33%
48,407 $3.56 Million
Q1 2021

May 14, 2021
BUY
$65.18 - $69.88 $215,354 - $230,883
3,304 Added 8.06%
44,277 $3.06 Million
Q4 2020

Feb 12, 2021
BUY
$61.66 - $67.88 $476,940 - $525,051
7,735 Added 23.27%
40,973 $2.78 Million
Q3 2020

Nov 12, 2020
BUY
$60.74 - $66.36 $144,682 - $158,069
2,382 Added 7.72%
33,238 $2.12 Million
Q2 2020

Jul 31, 2020
BUY
$51.94 - $64.01 $135,044 - $166,426
2,600 Added 9.2%
30,856 $1.87 Million
Q1 2020

Apr 27, 2020
BUY
$46.61 - $69.67 $495,277 - $740,313
10,626 Added 60.27%
28,256 $1.53 Million
Q4 2019

Feb 21, 2020
BUY
$62.68 - $65.67 $1.11 Million - $1.16 Million
17,630 New
17,630 $1.16 Million

Others Institutions Holding USMV

# of Institutions
1,283
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
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