Balasa Dinverno & Foltz LLC Ishares Msci Usa Min Vol Facto Transaction History

Balasa Dinverno & Foltz LLC

$1.58 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 23, 2021	SELL	$69.72 - $73.7 $266,121 - $281,312	-3,817 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$61.66 - $67.88 $235,356 - $259,097	3,817 New	3,817 $259,000

Others Institutions Holding USMV

# of Institutions

1,393

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.55 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.46 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.22 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$947 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$571 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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