Beta Wealth Group, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 11, 2021	SELL	$65.18 - $69.88 $850,338 - $911,654	-13,046 Closed	0 $0
Q4 2020 Mar 18, 2021	BUY	$61.66 - $67.88 $804,416 - $885,562	13,046 New	13,046 $886,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.97 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.47 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$923 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$892 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$483 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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