Heritage Wealth Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Heritage Wealth Management, Inc.

$305 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Sep 09, 2024	BUY	$79.92 - $84.63 $340,778 - $360,862	4,264 New	4,264 $359 Million

Others Institutions Holding USMV

# of Institutions

1,263

Shares Held

202M

Call Options Held

16.1K

Put Options Held

3.9K

Morgan Stanley New York, NY

21.3M
Shares

$1.97 Billion
0.14% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.48 Billion
0.12% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$949 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$918 Million
0.58% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$556 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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