Cardinal Strategic Wealth Guidance Ishares Msci Usa Min Vol Facto Transaction History

Cardinal Strategic Wealth Guidance

$313 Million
Q4 2024

A detailed history of Cardinal Strategic Wealth Guidance transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Cardinal Strategic Wealth Guidance holds 43,301 shares of USMV stock, worth $3.91 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

43,301

Previous 50,337 13.98%

Holding current value

$3.91 Million

Previous $4.6 Million 16.36%

% of portfolio

1.23%

Previous 1.51%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$88.59 - $94.57 $623,319 - $665,394	-7,036 Reduced 13.98%	43,301 $3.84 Million
Q3 2024 Oct 29, 2024	SELL	$83.76 - $91.82 $796,055 - $872,657	-9,504 Reduced 15.88%	50,337 $4.6 Million
Q2 2024 Jul 22, 2024	SELL	$79.92 - $84.63 $48,751 - $51,624	-610 Reduced 1.01%	59,841 $5.02 Million
Q1 2024 Apr 25, 2024	SELL	$77.86 - $83.58 $847,506 - $909,768	-10,885 Reduced 15.26%	60,451 $5.05 Million
Q4 2023 Jan 30, 2024	SELL	$70.56 - $78.63 $2.31 Million - $2.58 Million	-32,793 Reduced 31.49%	71,336 $5.57 Million
Q3 2023 Oct 31, 2023	SELL	$72.38 - $76.06 $933,991 - $981,478	-12,904 Reduced 11.03%	104,129 $7.54 Million
Q2 2023 Jul 20, 2023	BUY	$71.44 - $74.33 $1.22 Million - $1.27 Million	17,074 Added 17.08%	117,033 $8.7 Million
Q1 2023 Apr 21, 2023	BUY	$69.12 - $73.78 $528,560 - $564,195	7,647 Added 8.28%	99,959 $7.27 Million
Q4 2022 Jan 18, 2023	SELL	$65.75 - $75.5 $1.71 Million - $1.97 Million	-26,048 Reduced 22.01%	92,312 $0
Q3 2022 Oct 20, 2022	BUY	$66.1 - $76.63 $2.55 Million - $2.95 Million	38,558 Added 48.32%	118,360 $7.83 Million
Q2 2022 Jul 27, 2022	SELL	$66.73 - $79.1 $397,510 - $471,198	-5,957 Reduced 6.95%	79,802 $5.6 Million
Q1 2022 Apr 26, 2022	SELL	$71.88 - $80.4 $1.22 Million - $1.36 Million	-16,954 Reduced 16.51%	85,759 $6.66 Million
Q4 2021 Jan 26, 2022	BUY	$73.28 - $81.04 $1.41 Million - $1.56 Million	19,200 Added 22.99%	102,713 $8.31 Million
Q3 2021 Nov 05, 2021	SELL	$73.5 - $78.28 $1.84 Million - $1.96 Million	-25,089 Reduced 23.1%	83,513 $6.14 Million
Q2 2021 Jul 27, 2021	SELL	$69.72 - $73.7 $355,293 - $375,575	-5,096 Reduced 4.48%	108,602 $8 Million
Q1 2021 Apr 29, 2021	SELL	$65.18 - $69.88 $7.05 Million - $7.55 Million	-108,095 Reduced 48.74%	113,698 $7.87 Million
Q4 2020 Jan 29, 2021	SELL	$61.66 - $67.88 $132,199 - $145,534	-2,144 Reduced 0.96%	221,793 $15.1 Million
Q3 2020 Oct 21, 2020	SELL	$60.74 - $66.36 $157,377 - $171,938	-2,591 Reduced 1.14%	223,937 $14.3 Million
Q2 2020 Aug 12, 2020	SELL	$51.94 - $64.01 $175,713 - $216,545	-3,383 Reduced 1.47%	226,528 $13.7 Million
Q1 2020 Apr 27, 2020	BUY	$46.61 - $69.67 $1.29 Million - $1.94 Million	27,782 Added 13.74%	229,911 $12.4 Million
Q4 2019 Feb 05, 2020	BUY	$62.68 - $65.67 $12.7 Million - $13.3 Million	202,129 New	202,129 $13.3 Million

Others Institutions Holding USMV

# of Institutions

1,394

Shares Held

204M

Call Options Held

8.5K

Put Options Held

33.9K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Cardinal Strategic Wealth Guidance Ishares Msci Usa Min Vol Facto Transaction History