A detailed history of Ironwood Wealth Management, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ironwood Wealth Management, Inc. holds 141,380 shares of USMV stock, worth $12.7 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares
141,380
Previous 201,331 29.78%
Holding current value
$12.7 Million
Previous $16.9 Million 23.63%
% of portfolio
6.33%
Previous 8.67%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$83.76 - $91.82 $5.02 Million - $5.5 Million
-59,951 Reduced 29.78%
141,380 $12.9 Million
Q2 2024

Jul 15, 2024

BUY
$79.92 - $84.63 $91,987 - $97,409
1,151 Added 0.57%
201,331 $16.9 Million
Q1 2024

Apr 12, 2024

SELL
$77.86 - $83.58 $35,270 - $37,861
-453 Reduced 0.23%
200,180 $16.7 Million
Q4 2023

Jan 22, 2024

SELL
$70.56 - $78.63 $25,119 - $27,992
-356 Reduced 0.18%
200,633 $15.7 Million
Q3 2023

Oct 18, 2023

BUY
$72.38 - $76.06 $17,660 - $18,558
244 Added 0.12%
200,989 $14.5 Million
Q2 2023

Jul 10, 2023

SELL
$71.44 - $74.33 $10,358 - $10,777
-145 Reduced 0.07%
200,745 $14.9 Million
Q1 2023

Apr 10, 2023

SELL
$69.12 - $73.78 $107,550 - $114,801
-1,556 Reduced 0.77%
200,890 $14.6 Million
Q4 2022

Jan 20, 2023

SELL
$65.75 - $75.5 $28,732 - $32,993
-437 Reduced 0.22%
202,446 $0
Q3 2022

Oct 18, 2022

SELL
$66.1 - $76.63 $71,388 - $82,760
-1,080 Reduced 0.53%
202,883 $13.5 Million
Q2 2022

Jul 21, 2022

BUY
$66.73 - $79.1 $50,247 - $59,562
753 Added 0.37%
203,963 $14.6 Million
Q1 2022

Apr 21, 2022

SELL
$71.88 - $80.4 $2.8 Million - $3.13 Million
-38,974 Reduced 16.09%
203,210 $15.8 Million
Q4 2021

Jan 18, 2022

SELL
$73.28 - $81.04 $14,875 - $16,451
-203 Reduced 0.08%
242,184 $19.6 Million
Q3 2021

Oct 21, 2021

SELL
$73.5 - $78.28 $181,398 - $193,195
-2,468 Reduced 1.01%
242,387 $17.8 Million
Q2 2021

Jul 19, 2021

BUY
$69.72 - $73.7 $175,415 - $185,429
2,516 Added 1.04%
244,855 $18 Million
Q1 2021

Apr 12, 2021

SELL
$65.18 - $69.88 $6.23 Million - $6.68 Million
-95,544 Reduced 28.28%
242,339 $16.8 Million
Q4 2020

Feb 09, 2021

BUY
$61.66 - $67.88 $20.8 Million - $22.9 Million
337,883 New
337,883 $22.9 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 Ironwood Wealth Management, Inc. Portfolio

Follow Ironwood Wealth Management, 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 Ironwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Wealth Management, Inc. with notifications on news.