4 J Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

4 J Wealth Management LLC

  • $107 Million
  • Q2 2024

A detailed history of 4 J Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, 4 J Wealth Management LLC holds 7,267 shares of USMV stock, worth $659,552. This represents 0.57% of its overall portfolio holdings.

Number of Shares
7,267
Previous 7,517 3.33%
Holding current value
$659,552
Previous $628,000 2.87%
% of portfolio
0.57%
Previous 0.61%

Shares

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

Jul 17, 2024
SELL
$79.92 - $84.63 $19,980 - $21,157
-250 Reduced 3.33%
7,267 $610,000
Q4 2023

Jan 22, 2024
SELL
$70.56 - $78.63 $89,046 - $99,231
-1,262 Reduced 14.38%
7,517 $586,000
Q3 2023

Oct 24, 2023
SELL
$72.38 - $76.06 $4,125 - $4,335
-57 Reduced 0.65%
8,779 $635,000
Q2 2023

Jul 14, 2023
SELL
$71.44 - $74.33 $15,716 - $16,352
-220 Reduced 2.43%
8,836 $656,000
Q1 2023

Apr 21, 2023
SELL
$69.12 - $73.78 $90,616 - $96,725
-1,311 Reduced 12.65%
9,056 $658,000
Q4 2022

Jan 17, 2023
SELL
$65.75 - $75.5 $13,741 - $15,779
-209 Reduced 1.98%
10,367 $0
Q3 2022

Oct 27, 2022
BUY
$66.1 - $76.63 $699,073 - $810,438
10,576 New
10,576 $699,000
Q2 2022

Aug 01, 2022
SELL
$66.73 - $79.1 $19,551 - $23,176
-293 Reduced 2.65%
10,760 $755,000
Q1 2022

Apr 28, 2022
SELL
$71.88 - $80.4 $16,532 - $18,492
-230 Reduced 2.04%
11,053 $857,000
Q4 2021

Jan 20, 2022
SELL
$73.28 - $81.04 $13,556 - $14,992
-185 Reduced 1.61%
11,283 $913,000
Q3 2021

Oct 19, 2021
SELL
$73.5 - $78.28 $94,080 - $100,198
-1,280 Reduced 10.04%
11,468 $843,000
Q2 2021

Jul 13, 2021
SELL
$69.72 - $73.7 $58,007 - $61,318
-832 Reduced 6.13%
12,748 $938,000
Q1 2021

Apr 13, 2021
SELL
$65.18 - $69.88 $341,086 - $365,682
-5,233 Reduced 27.82%
13,580 $940,000
Q4 2020

Jan 15, 2021
BUY
$61.66 - $67.88 $1.16 Million - $1.28 Million
18,813 New
18,813 $1.28 Million

Others Institutions Holding USMV

# of Institutions
1,248
Shares Held
203M
Call Options Held
16.1K
Put Options Held
3.9K
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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