Cardinal Point Wealth Management Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$71.88 - $80.4 $10.6 Million - $11.9 Million	-147,518 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$73.28 - $81.04 $10.8 Million - $12 Million	147,518 New	147,518 $11.9 Million

Others Institutions Holding USMV

# of Institutions

1,244

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

Morgan Stanley New York, NY

22.5M
Shares

$1.89 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$1.46 Billion
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

15.9M
Shares

$1.34 Billion
0.91% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.51M
Shares

$800 Million
0.55% of portfolio
Envestnet Asset Management Inc

6.39M
Shares

$537 Million
0.2% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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