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 2,728 shares of USMV stock, worth $252,694. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,728
Previous 2,961 7.87%
Holding current value
$252,694
Previous $248,000 0.4%
% of portfolio
0.07%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$83.76 - $91.82 $19,516 - $21,394
-233 Reduced 7.87%
2,728 $249,000
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
Q4 2022

Oct 10, 2024

BUY
$65.75 - $75.5 $41,356 - $47,489
629 Added 6.45%
10,386 $749 Million
Q3 2022

Oct 10, 2024

BUY
$66.1 - $76.63 $449,215 - $520,777
6,796 Added 229.52%
9,757 $645 Million
Q2 2022

Oct 17, 2024

SELL
$66.73 - $79.1 $28,560 - $33,854
-428 Reduced 4.37%
9,358 $657 Million
Q1 2022

Oct 17, 2024

BUY
$71.88 - $80.4 $507,329 - $567,463
7,058 Added 258.72%
9,786 $759 Million

Others Institutions Holding USMV

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.