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

Wealth Management Partners, LLC

$194 Million
Q1 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wealth Management Partners, LLC holds 36,825 shares of USMV stock, worth $3.09 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

36,825

Previous 37,959 2.99%

Holding current value

$3.09 Million

Previous $2.96 Million 3.92%

% of portfolio

1.58%

Previous 1.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$77.86 - $83.58 $88,293 - $94,779	-1,134 Reduced 2.99%	36,825 $3.08 Million
Q4 2023 Jan 10, 2024	SELL	$70.56 - $78.63 $77,827 - $86,728	-1,103 Reduced 2.82%	37,959 $2.96 Million
Q3 2023 Oct 24, 2023	SELL	$72.38 - $76.06 $135,784 - $142,688	-1,876 Reduced 4.58%	39,062 $2.83 Million
Q2 2023 Jul 24, 2023	SELL	$71.44 - $74.33 $151,024 - $157,133	-2,114 Reduced 4.91%	40,938 $3.04 Million
Q1 2023 Apr 14, 2023	SELL	$69.12 - $73.78 $272,885 - $291,283	-3,948 Reduced 8.4%	43,052 $3.13 Million

Q4 2022 Jan 20, 2023	SELL	$69.45 - $75.5 $208,350 - $226,500	-3,000 Reduced 6.0%	47,000 $0
Q2 2022 Jul 15, 2022	SELL	$66.73 - $79.1 $266,920 - $316,400	-4,000 Reduced 7.41%	50,000 $3.58 Million
Q1 2022 Apr 13, 2022	SELL	$71.88 - $80.4 $359,400 - $402,000	-5,000 Reduced 8.47%	54,000 $4.19 Million
Q4 2021 Jan 19, 2022	SELL	$73.28 - $81.04 $250,910 - $277,480	-3,424 Reduced 5.49%	59,000 $4.73 Million
Q3 2021 Oct 29, 2021	SELL	$73.5 - $78.28 $319,063 - $339,813	-4,341 Reduced 6.5%	62,424 $4.59 Million
Q2 2021 Jul 14, 2021	SELL	$69.72 - $73.7 $152,059 - $160,739	-2,181 Reduced 3.16%	66,765 $4.92 Million
Q1 2021 Apr 15, 2021	SELL	$65.18 - $69.88 $8,603 - $9,224	-132 Reduced 0.19%	68,946 $4.85 Million
Q4 2020 Feb 04, 2021	BUY	$61.66 - $67.88 $4.26 Million - $4.69 Million	69,078 New	69,078 $4.71 Million

Others Institutions Holding USMV

# of Institutions

1,242

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Wealth Management Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History