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 50,337 shares of USMV stock, worth $4.53 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
50,337
Previous 59,841 15.88%
Holding current value
$4.53 Million
Previous $5.02 Million 8.52%
% of portfolio
1.51%
Previous 1.81%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MIN VOL FACTO


  • Ticker USMV
  • Sector ETFs
  • Industry ETFs
More about USMV
Track This Portfolio

Track Cardinal Strategic Wealth Guidance Portfolio

Follow Cardinal Strategic Wealth Guidance 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 Cardinal Strategic Wealth Guidance, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Strategic Wealth Guidance with notifications on news.