Ball & CO Wealth Management Inc. Ishares Msci Usa Min Vol Facto Transaction History
Ball & CO Wealth Management Inc.
- $93.3 Million
- Q1 2025
A detailed history of Ball & CO Wealth Management Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Ball & CO Wealth Management Inc. holds 212,769 shares of USMV stock, worth $19.7 Million. This represents 21.36% of its overall portfolio holdings.
Number of Shares
212,769
Previous 364,161
41.57%
Holding current value
$19.7 Million
Previous $32.3 Million
38.37%
% of portfolio
21.36%
Previous 25.73%
Shares
2 transactions
Others Institutions Holding USMV
# of Institutions
1,429Shares Held
204MCall Options Held
8.5KPut Options Held
33.9K-
Morgan Stanley New York, NY16.7MShares$1.55 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC15.8MShares$1.46 Billion0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.2MShares$1.23 Billion0.45% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$948 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.62MShares$613 Million1.27% of portfolio