Rockport Wealth LLC Ishares Msci Usa Min Vol Facto Transaction History

Rockport Wealth LLC

$225 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$83.76 - $91.82 $87,110 - $95,492	-1,040 Reduced 30.68%	2,350 $215 Million
Q1 2024 May 13, 2024	BUY	$77.86 - $83.58 $263,945 - $283,336	3,390 New	3,390 $283 Million

Others Institutions Holding USMV

# of Institutions

1,393

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.55 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.46 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.22 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$947 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$571 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockport Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockport Wealth LLC with notifications on news.