American Institute For Advanced Investment Management, LLP Ishares Msci Usa Min Vol Facto Transaction History

American Institute For Advanced Investment Management, LLP

$141 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 18, 2021	SELL	$65.18 - $69.88 $671,875 - $720,323	-10,308 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$61.66 - $67.88 $164,015 - $180,560	-2,660 Reduced 20.51%	10,308 $700,000
Q3 2020 Oct 07, 2020	SELL	$60.74 - $66.36 $74,406 - $81,291	-1,225 Reduced 8.63%	12,968 $826,000
Q2 2020 Jul 20, 2020	BUY	$51.94 - $64.01 $2,856 - $3,520	55 Added 0.39%	14,193 $861,000
Q1 2020 Apr 22, 2020	BUY	$46.61 - $69.67 $123,283 - $184,277	2,645 Added 23.01%	14,138 $764,000
Q4 2019 Mar 19, 2020	BUY	$62.68 - $65.67 $720,381 - $754,745	11,493 New	11,493 $754,000

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

$1.95 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.46 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$917 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$887 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$480 Million
0.22% of portfolio

View Full List

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