Halpern Financial, Inc. Ishares Msci Usa Min Vol Facto Transaction History
Halpern Financial, Inc.
- $364 Billion
- Q2 2024
A detailed history of Halpern Financial, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Halpern Financial, Inc. holds 374,389 shares of USMV stock, worth $34.2 Million. This represents 8.64% of its overall portfolio holdings.
Number of Shares
374,389
Previous 379,088
1.24%
Holding current value
$34.2 Million
Previous $31.3 Billion
0.31%
% of portfolio
8.64%
Previous 9.1%
Shares
19 transactions
Others Institutions Holding USMV
# of Institutions
1,244Shares Held
211MCall Options Held
16.1KPut Options Held
102K-
Morgan Stanley New York, NY21.3MShares$1.94 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL16.1MShares$1.47 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$1.46 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.81MShares$896 Million0.55% of portfolio
-
Captrust Financial Advisors Raleigh, NC6MShares$548 Million1.63% of portfolio