Wr Wealth Planners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,961 shares of USMV stock, worth $270,339. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,961
Previous 3,108 4.73%
Holding current value
$270,339
Previous $259,000 4.25%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jul 31, 2024
SELL
$79.92 - $84.63 $11,748 - $12,440
-147 Reduced 4.73%
2,961 $248,000
Q1 2024

Jul 31, 2024
SELL
$77.86 - $83.58 $515,588 - $553,466
-6,622 Reduced 68.06%
3,108 $259,000
Q4 2023

Jul 30, 2024
BUY
$70.56 - $78.63 $686,548 - $765,069
9,730 New
9,730 $759,000
Q3 2023

Aug 01, 2024
SELL
$72.38 - $76.06 $170,889 - $179,577
-2,361 Reduced 17.93%
10,809 $782 Million
Q2 2023

Aug 01, 2024
BUY
$71.44 - $74.33 $729,330 - $758,834
10,209 Added 344.78%
13,170 $979 Million
Q1 2023

Aug 01, 2024
BUY
$69.12 - $73.78 $710,899 - $758,827
10,285 Added 347.35%
13,246 $964 Million

Others Institutions Holding USMV

# of Institutions
1,244
Shares Held
211M
Call Options Held
16.1K
Put Options Held
102K
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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