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

Wagner Wealth Management, LLC

  • $311 Million
  • Q1 2025

A detailed history of Wagner Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 8,105 shares of USMV stock, worth $757,898. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,105
Previous 8,096 0.11%
Holding current value
$757,898
Previous $718,000 5.71%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Apr 17, 2025
BUY
$87.68 - $94.52 $789 - $850
9 Added 0.11%
8,105 $759,000
Q4 2024

Jan 28, 2025
BUY
$88.59 - $94.57 $1,151 - $1,229
13 Added 0.16%
8,096 $718,000
Q3 2024

Oct 10, 2024
BUY
$83.76 - $91.82 $1,005 - $1,101
12 Added 0.15%
8,083 $738,000
Q2 2024

Jul 18, 2024
BUY
$79.92 - $84.63 $799 - $846
10 Added 0.12%
8,071 $677,000
Q1 2024

Apr 23, 2024
BUY
$77.86 - $83.58 $856 - $919
11 Added 0.14%
8,061 $673,000
Q4 2023

Jan 19, 2024
BUY
$70.56 - $78.63 $186,984 - $208,369
2,650 Added 49.07%
8,050 $628,000
Q2 2022

Aug 11, 2022
SELL
$66.73 - $79.1 $360,342 - $427,139
-5,400 Reduced 50.0%
5,400 $379,000
Q1 2022

May 16, 2022
BUY
$71.88 - $80.4 $388,152 - $434,160
5,400 Added 100.0%
10,800 $838,000
Q4 2020

Feb 09, 2021
SELL
$61.66 - $67.88 $173,942 - $191,489
-2,821 Reduced 34.31%
5,400 $367,000
Q4 2017

Feb 22, 2018
BUY
$50.5 - $53.37 $415,160 - $438,754
8,221
8,221 $439,000

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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