Family Wealth Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Apr 01, 2025	BUY	$70.56 - $78.63 $216,972 - $241,787	3,075 New	3,075 $240 Million
Q4 2023 Feb 14, 2024	BUY	$70.56 - $78.63 $224,945 - $250,672	3,188 New	3,188 $248,000

Others Institutions Holding USMV

# of Institutions

1,394

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.55 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.47 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.23 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$950 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$573 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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