Ridgecrest Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Ridgecrest Wealth Partners, LLC

$183 Million
Q4 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 6,187 shares of USMV stock, worth $576,380. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,187

Previous 6,195 0.13%

Holding current value

$576,380

Previous $565,000 2.83%

% of portfolio

0.3%

Previous 0.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$88.59 - $94.57 $708 - $756	-8 Reduced 0.13%	6,187 $549,000
Q2 2024 Aug 05, 2024	BUY	$79.92 - $84.63 $1,038 - $1,100	13 Added 0.21%	6,195 $520,000
Q1 2024 Apr 17, 2024	SELL	$77.86 - $83.58 $23,358 - $25,074	-300 Reduced 4.63%	6,182 $516,000
Q2 2023 Jul 31, 2023	SELL	$71.44 - $74.33 $12,073 - $12,561	-169 Reduced 2.54%	6,482 $481,000
Q4 2021 Jan 19, 2022	BUY	$73.28 - $81.04 $63,387 - $70,099	865 Added 14.95%	6,651 $538,000
Q3 2021 Nov 03, 2021	BUY	$73.5 - $78.28 $1,470 - $1,565	20 Added 0.35%	5,786 $425,000
Q2 2021 Jul 21, 2021	BUY	$69.72 - $73.7 $402,005 - $424,954	5,766 New	5,766 $424,000

Others Institutions Holding USMV

# of Institutions

1,382

Shares Held

200M

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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Ridgecrest Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History