C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Msci Usa Min Vol Facto Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.18 Trillion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$70.56 - $78.63 $319,848 - $356,429	-4,533 Reduced 56.82%	3,445 $269 Million
Q3 2023 Nov 02, 2023	BUY	$72.38 - $76.06 $73,538 - $77,276	1,016 Added 14.59%	7,978 $578 Million
Q2 2023 Jul 21, 2023	BUY	$71.44 - $74.33 $146,309 - $152,227	2,048 Added 41.68%	6,962 $518 Million
Q1 2023 May 05, 2023	BUY	$69.12 - $73.78 $339,655 - $362,554	4,914 New	4,914 $357 Million

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

$2.01 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$945 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$913 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$494 Million
0.22% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

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