Institutional & Family Asset Management, LLC Ishares Msci Usa Min Vol Facto Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$70.56 - $78.63 $2,328 - $2,594	33 New	33 $2,000
Q2 2023 Aug 09, 2023	BUY	$71.44 - $74.33 $214 - $222	3 New	3 $0
Q2 2022 Aug 08, 2022	SELL	$66.73 - $79.1 $4,070 - $4,825	-61 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$71.88 - $80.4 $4,384 - $4,904	61 New	61 $5,000
Q3 2020 Oct 30, 2020	SELL	$60.74 - $66.36 $607 - $663	-10 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$51.94 - $64.01 $519 - $640	10 New	10 $1,000

Others Institutions Holding USMV

# of Institutions

1,320

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.01 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$942 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$911 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$493 Million
0.22% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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