Hutchens & Kramer Investment Management Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Hutchens & Kramer Investment Management Group, LLC

$161 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$72.38 - $76.06 $11,653 - $12,245	161 Added 5.37%	3,158 $228,000
Q2 2023 Jul 18, 2023	BUY	$71.44 - $74.33 $214,105 - $222,767	2,997 New	2,997 $222,000
Q4 2022 Jan 31, 2023	BUY	$65.75 - $75.5 $10,520 - $12,080	160 Added 4.47%	3,742 $269,000
Q3 2022 Nov 14, 2022	BUY	$66.1 - $76.63 $13,748 - $15,939	208 Added 6.16%	3,582 $243,000
Q2 2022 Aug 15, 2022	SELL	$66.73 - $79.1 $3,736 - $4,429	-56 Reduced 1.63%	3,374 $240,000
Q4 2021 May 16, 2022	BUY	$73.28 - $81.04 $251,350 - $277,967	3,430 New	3,430 $263,000

Others Institutions Holding USMV

# of Institutions

1,303

Shares Held

199M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.98 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.48 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$932 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$901 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$487 Million
0.22% of portfolio

View Full List

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