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

Wealth Management Partners, LLC

  • $229 Million
  • Q4 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 30,914 shares of USMV stock, worth $2.83 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
30,914
Previous 31,718 2.53%
Holding current value
$2.83 Million
Previous $2.9 Million 5.25%
% of portfolio
1.2%
Previous 1.36%

Shares

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

Jan 16, 2025
SELL
$88.59 - $94.57 $71,226 - $76,034
-804 Reduced 2.53%
30,914 $2.74 Million
Q3 2024

Oct 21, 2024
SELL
$83.76 - $91.82 $314,518 - $344,784
-3,755 Reduced 10.59%
31,718 $2.9 Million
Q2 2024

Jul 12, 2024
SELL
$79.92 - $84.63 $108,051 - $114,419
-1,352 Reduced 3.67%
35,473 $2.98 Million
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
$65.75 - $75.5 $197,250 - $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
1,314
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
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

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

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email