Berger Financial Group, Inc Ishares Msci Usa Min Vol Facto Transaction History

Berger Financial Group, Inc

  • $1.22 Billion
  • Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Berger Financial Group, Inc holds 7,537 shares of USMV stock, worth $698,981. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,537
Previous 15,188 50.38%
Holding current value
$698,981
Previous $1.39 Million 51.73%
% of portfolio
0.05%
Previous 0.12%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$88.59 - $94.57 $677,802 - $723,555
-7,651 Reduced 50.38%
7,537 $669,000
Q3 2024

Nov 12, 2024
SELL
$83.76 - $91.82 $187,706 - $205,768
-2,241 Reduced 12.86%
15,188 $1.39 Million
Q2 2024

Aug 14, 2024
SELL
$79.92 - $84.63 $69,130 - $73,204
-865 Reduced 4.73%
17,429 $1.46 Million
Q1 2024

Apr 16, 2024
SELL
$77.86 - $83.58 $52,866 - $56,750
-679 Reduced 3.58%
18,294 $1.53 Million
Q4 2023

Feb 07, 2024
BUY
$70.56 - $78.63 $1,622 - $1,808
23 Added 0.12%
18,973 $1.48 Million
Q3 2023

Nov 03, 2023
SELL
$72.38 - $76.06 $823,032 - $864,878
-11,371 Reduced 37.5%
18,950 $1.37 Million
Q2 2023

Aug 10, 2023
SELL
$71.44 - $74.33 $2,714 - $2,824
-38 Reduced 0.13%
30,321 $2.25 Million
Q1 2023

Apr 24, 2023
BUY
$69.12 - $73.78 $622 - $664
9 Added 0.03%
30,359 $2.21 Million
Q4 2022

Jan 30, 2023
SELL
$65.75 - $75.5 $17,160 - $19,705
-261 Reduced 0.85%
30,350 $2.19 Million
Q3 2022

Oct 27, 2022
BUY
$66.1 - $76.63 $9,386 - $10,881
142 Added 0.47%
30,611 $2.02 Million
Q2 2022

Aug 08, 2022
BUY
$66.73 - $79.1 $467 - $553
7 Added 0.02%
30,469 $2.14 Million
Q1 2022

May 10, 2022
SELL
$71.88 - $80.4 $9,272 - $10,371
-129 Reduced 0.42%
30,462 $2.36 Million
Q4 2021

Jan 26, 2022
SELL
$73.28 - $81.04 $243,729 - $269,539
-3,326 Reduced 9.81%
30,591 $2.48 Million
Q2 2021

Jul 29, 2021
SELL
$69.72 - $73.7 $230,703 - $243,873
-3,309 Reduced 8.89%
33,917 $2.5 Million
Q1 2021

May 12, 2021
BUY
$65.18 - $69.88 $124,558 - $133,540
1,911 Added 5.41%
37,226 $2.58 Million
Q4 2020

Feb 02, 2021
BUY
$61.66 - $67.88 $2.18 Million - $2.4 Million
35,315 New
35,315 $2.4 Million

Others Institutions Holding USMV

# of Institutions
1,396
Shares Held
200M
Call Options Held
8.5K
Put Options Held
33.9K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Berger Financial Group, Inc Portfolio

Follow Berger Financial Group, Inc 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 Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email