Costello Asset Management, Inc Ishares Msci Usa Min Vol Facto Transaction History

Costello Asset Management, Inc

$149 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 05, 2021	SELL	$61.66 - $67.88 $8,385 - $9,231	-136 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$51.94 - $64.01 $7,063 - $8,705	136 New	136 $8,000

Others Institutions Holding USMV

# of Institutions

1,253

Shares Held

204M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.91 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.44 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$922 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$883 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$540 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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