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

Cherry Tree Wealth Management, LLC

$404 Billion
Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 14,458 shares of USMV stock, worth $1.34 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

14,458

Previous 15,274 5.34%

Holding current value

$1.34 Million

Previous $1.39 Billion 7.95%

% of portfolio

0.32%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$88.59 - $94.57 $72,289 - $77,169	-816 Reduced 5.34%	14,458 $1.28 Billion
Q3 2024 Nov 12, 2024	SELL	$83.76 - $91.82 $34,425 - $37,738	-411 Reduced 2.62%	15,274 $1.39 Billion
Q2 2024 Aug 06, 2024	SELL	$79.92 - $84.63 $40,998 - $43,415	-513 Reduced 3.17%	15,685 $1.32 Billion
Q1 2024 May 01, 2024	SELL	$77.86 - $83.58 $86,191 - $92,523	-1,107 Reduced 6.4%	16,198 $1.35 Billion
Q4 2023 Feb 06, 2024	BUY	$70.56 - $78.63 $11,289 - $12,580	160 Added 0.93%	17,305 $1.35 Billion
Q3 2023 Nov 14, 2023	SELL	$72.38 - $76.06 $65,576 - $68,910	-906 Reduced 5.02%	17,145 $1.24 Billion
Q2 2023 Aug 09, 2023	BUY	$71.44 - $74.33 $1.29 Million - $1.34 Million	18,051 New	18,051 $1.34 Billion

Others Institutions Holding USMV

# of Institutions

1,336

Shares Held

208M

Call Options Held

10.6K

Put Options Held

27K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

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