Cooper/Haims Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cooper/Haims Advisors, LLC

$173 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$83.76 - $91.82 $183,769 - $201,453	2,194 New	2,194 $200,000
Q1 2019 Apr 26, 2019	BUY	$51.18 - $58.8 $174,012 - $199,920	3,400 New	3,400 $200,000

Others Institutions Holding USMV

# of Institutions

1,389

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.58 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.49 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.25 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$968 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$584 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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