Ridgecrest Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Ridgecrest Wealth Partners, LLC

  • $190 Million
  • Q3 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 6,195 shares of USMV stock, worth $551,974. This represents 0.3% of its overall portfolio holdings.

Number of Shares
6,195
Previous 6,195 -0.0%
Holding current value
$551,974
Previous $520,000 8.65%
% of portfolio
0.3%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
BUY
$79.92 - $84.63 $1,038 - $1,100
13 Added 0.21%
6,195 $520,000
Q1 2024

Apr 17, 2024
SELL
$77.86 - $83.58 $23,358 - $25,074
-300 Reduced 4.63%
6,182 $516,000
Q2 2023

Jul 31, 2023
SELL
$71.44 - $74.33 $12,073 - $12,561
-169 Reduced 2.54%
6,482 $481,000
Q4 2021

Jan 19, 2022
BUY
$73.28 - $81.04 $63,387 - $70,099
865 Added 14.95%
6,651 $538,000
Q3 2021

Nov 03, 2021
BUY
$73.5 - $78.28 $1,470 - $1,565
20 Added 0.35%
5,786 $425,000
Q2 2021

Jul 21, 2021
BUY
$69.72 - $73.7 $402,005 - $424,954
5,766 New
5,766 $424,000

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
  • Industry ETFs
More about USMV
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