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

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 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 2,728 shares of USMV stock, worth $254,904. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,728
Previous 2,961 7.87%
Holding current value
$254,904
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

# of Institutions
1,281
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
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