One Wealth Management Investment & Advisory Services, LLC Ishares Msci Usa Min Vol Facto Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$77.86 - $83.58 $662,432 - $711,098	-8,508 Reduced 49.41%	8,711 $728 Million
Q4 2023 Jan 25, 2024	BUY	$70.56 - $78.63 $1.21 Million - $1.35 Million	17,219 New	17,219 $1.34 Billion

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.49 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$940 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$908 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$491 Million
0.22% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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