Burt Wealth Advisors Ishares Msci Usa Min Vol Facto Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 24, 2018	SELL	$50.24 - $55.31 $81,388 - $89,602	-1,620 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	1,620	1,620 $79,000

Others Institutions Holding USMV

# of Institutions

1,281

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.99 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.48 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$933 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$902 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$488 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
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