Callan Capital, LLC Ishares Msci Usa Min Vol Facto Transaction History

Callan Capital, LLC

$1.42 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jun 13, 2023	BUY	$65.75 - $75.5 $1 Million - $1.15 Million	15,260 New	15,260 $1.1 Million
Q4 2022 Feb 13, 2023	BUY	$65.75 - $75.5 $1 Million - $1.15 Million	15,260 New	15,260 $1.1 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

$1.94 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.45 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$913 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$883 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$477 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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