Wealth Enhancement & Preservation Of Ga, LLC Ishares Msci Usa Min Vol Facto Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 02, 2021	SELL	$61.66 - $67.88 $3.46 Million - $3.81 Million	-56,062 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$60.74 - $66.36 $920,453 - $1.01 Million	15,154 Added 37.04%	56,062 $3.57 Million
Q2 2020 Sep 08, 2020	SELL	$51.94 - $64.01 $900,691 - $1.11 Million	-17,341 Reduced 29.77%	40,908 $2.48 Million
Q1 2020 Apr 27, 2020	BUY	$46.61 - $69.67 $2.71 Million - $4.06 Million	58,249 New	58,249 $3.14 Million

Others Institutions Holding USMV

# of Institutions

1,252

Shares Held

203M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.93 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.45 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$930 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$891 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$545 Million
1.63% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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