Icapital Wealth LLC Ishares Msci Usa Min Vol Facto Transaction History

Icapital Wealth LLC

$175 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$66.73 - $79.1 $164,489 - $194,981	-2,465 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$71.88 - $80.4 $177,184 - $198,186	2,465 New	2,465 $191,000

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

$1.95 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.46 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$917 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$887 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$480 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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