Mattern Wealth Management LLC Ishares Msci Usa Min Vol Facto Transaction History

Mattern Wealth Management LLC

  • $426 Million
  • Q3 2024

A detailed history of Mattern Wealth Management LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Mattern Wealth Management LLC holds 13,863 shares of USMV stock, worth $1.25 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
13,863
Previous 15,531 10.74%
Holding current value
$1.25 Million
Previous $1.3 Million 2.92%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Oct 21, 2024
SELL
$83.76 - $91.82 $139,711 - $153,155
-1,668 Reduced 10.74%
13,863 $1.27 Million
Q2 2024

Jul 17, 2024
SELL
$79.92 - $84.63 $35,964 - $38,083
-450 Reduced 2.82%
15,531 $1.3 Million
Q1 2024

May 13, 2024
SELL
$77.86 - $83.58 $49,752 - $53,407
-639 Reduced 3.84%
15,981 $1.34 Million
Q4 2023

Feb 12, 2024
SELL
$70.56 - $78.63 $211 - $235
-3 Reduced 0.02%
16,620 $1.3 Million
Q3 2023

Nov 01, 2023
BUY
$72.38 - $76.06 $1,375 - $1,445
19 Added 0.11%
16,623 $1.2 Million
Q2 2023

Jul 26, 2023
SELL
$71.44 - $74.33 $510,796 - $531,459
-7,150 Reduced 30.1%
16,604 $1.23 Million
Q1 2023

May 05, 2023
SELL
$69.12 - $73.78 $41,886 - $44,710
-606 Reduced 2.49%
23,754 $1.73 Million
Q3 2021

Oct 13, 2021
SELL
$73.5 - $78.28 $1,396 - $1,487
-19 Reduced 0.08%
24,360 $1.79 Million
Q2 2021

Jul 27, 2021
SELL
$69.72 - $73.7 $64,491 - $68,172
-925 Reduced 3.66%
24,379 $1.84 Million
Q1 2021

May 13, 2021
SELL
$65.18 - $69.88 $89,622 - $96,085
-1,375 Reduced 5.15%
25,304 $1.75 Million
Q4 2020

Feb 12, 2021
SELL
$61.66 - $67.88 $2.91 Million - $3.21 Million
-47,231 Reduced 63.9%
26,679 $1.81 Million
Q3 2020

Nov 12, 2020
SELL
$60.74 - $66.36 $2.07 Million - $2.26 Million
-34,001 Reduced 31.51%
73,910 $4.71 Million
Q2 2020

Jul 29, 2020
SELL
$51.94 - $64.01 $1.1 Million - $1.36 Million
-21,271 Reduced 16.47%
107,911 $6.54 Million
Q1 2020

May 13, 2020
BUY
$46.61 - $69.67 $4.51 Million - $6.74 Million
96,796 Added 298.88%
129,182 $6.98 Million
Q4 2019

Feb 12, 2020
BUY
$62.68 - $65.67 $2.03 Million - $2.13 Million
32,386 New
32,386 $2.13 Million

Others Institutions Holding USMV

# of Institutions
1,283
Shares Held
200M
Call Options Held
10.6K
Put Options Held
27K
View Full List

About ISHARES MSCI USA MIN VOL FACTO

USMV Quotes by TradingView
  • Ticker USMV
  • Sector ETFs
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More about USMV
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