Ball & CO Wealth Management Inc. Ishares Msci Usa Min Vol Facto Transaction History
Ball & CO Wealth Management Inc.
- $93.9 Million
- Q2 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 218,731 shares of USMV stock, worth $20.3 Million. This represents 21.88% of its overall portfolio holdings.
Number of Shares
218,731
Previous 212,769
2.8%
Holding current value
$20.3 Million
Previous $19.9 Million
3.04%
% of portfolio
21.88%
Previous 21.36%
Shares
3 transactions
Others Institutions Holding USMV
# of Institutions
1,456Shares Held
204MCall Options Held
12.5KPut Options Held
47.4K-
Morgan Stanley New York, NY17.5MShares$1.63 Billion0.12% of portfolio
-
Bank Of America Corp Charlotte, NC14.1MShares$1.31 Billion0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL13.1MShares$1.22 Billion0.48% of portfolio
-
Raymond James & Associates St Petersburg, FL10.2MShares$951 Million0.58% of portfolio
-
Wealth Enhancement Advisory Services, LLC6.68MShares$620 Million1.13% of portfolio