Optimum Investment Advisors Ishares Msci Usa Min Vol Facto Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 21, 2021	SELL	$61.66 - $67.88 $18,498 - $20,364	-300 Closed	0 $0
Q1 2018 May 09, 2018	BUY	$50.24 - $55.31 $15,072 - $16,593	300 New	300 $16,000

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

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
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