Mattern Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Mattern Wealth Management LLC

  • $422 Million
  • Q4 2024

A detailed history of Mattern Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mattern Wealth Management LLC holds 13,513 shares of USMV stock, worth $1.26 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
13,513
Previous 13,863 2.52%
Holding current value
$1.26 Million
Previous $1.27 Million 5.22%
% of portfolio
0.28%
Previous 0.3%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$88.59 - $94.57 $31,006 - $33,099
-350 Reduced 2.52%
13,513 $1.2 Million
Q3 2024

Oct 21, 2024
SELL
$83.76 - $91.82 $139,711 - $153,155
-1,668 Reduced 10.74%
13,863 $1.27 Million
Q2 2024

Jul 17, 2024
SELL
$79.92 - $84.63 $35,964 - $38,083
-450 Reduced 2.82%
15,531 $1.3 Million
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $49,752 - $53,407
-639 Reduced 3.84%
15,981 $1.34 Million
Q4 2023

Feb 12, 2024
SELL
$70.56 - $78.63 $211 - $235
-3 Reduced 0.02%
16,620 $1.3 Million
Q3 2023

Nov 01, 2023
BUY
$72.38 - $76.06 $1,375 - $1,445
19 Added 0.11%
16,623 $1.2 Million
Q2 2023

Jul 26, 2023
SELL
$71.44 - $74.33 $510,796 - $531,459
-7,150 Reduced 30.1%
16,604 $1.23 Million
Q1 2023

May 05, 2023
SELL
$69.12 - $73.78 $41,886 - $44,710
-606 Reduced 2.49%
23,754 $1.73 Million
Q3 2021

Oct 13, 2021
SELL
$73.5 - $78.28 $1,396 - $1,487
-19 Reduced 0.08%
24,360 $1.79 Million
Q2 2021

Jul 27, 2021
SELL
$69.72 - $73.7 $64,491 - $68,172
-925 Reduced 3.66%
24,379 $1.84 Million
Q1 2021

May 13, 2021
SELL
$65.18 - $69.88 $89,622 - $96,085
-1,375 Reduced 5.15%
25,304 $1.75 Million
Q4 2020

Feb 12, 2021
SELL
$61.66 - $67.88 $2.91 Million - $3.21 Million
-47,231 Reduced 63.9%
26,679 $1.81 Million
Q3 2020

Nov 12, 2020
SELL
$60.74 - $66.36 $2.07 Million - $2.26 Million
-34,001 Reduced 31.51%
73,910 $4.71 Million
Q2 2020

Jul 29, 2020
SELL
$51.94 - $64.01 $1.1 Million - $1.36 Million
-21,271 Reduced 16.47%
107,911 $6.54 Million
Q1 2020

May 13, 2020
BUY
$46.61 - $69.67 $4.51 Million - $6.74 Million
96,796 Added 298.88%
129,182 $6.98 Million
Q4 2019

Feb 12, 2020
BUY
$62.68 - $65.67 $2.03 Million - $2.13 Million
32,386 New
32,386 $2.13 Million

Others Institutions Holding USMV

# of Institutions
1,383
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
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 Mattern Wealth Management LLC Portfolio

Follow Mattern 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 Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email