Montag A & Associates Inc Ishares Msci Usa Min Vol Facto Transaction History

Montag A & Associates Inc

$2.09 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$69.72 - $73.7 $418 - $442	-6 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$65.18 - $69.88 $391 - $419	6 New	6 $0

Others Institutions Holding USMV

# of Institutions

1,285

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.91 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.43 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$898 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$868 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$470 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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