Lebenthal Global Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Lebenthal Global Advisors, LLC

$453 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 07, 2021	SELL	$65.18 - $69.88 $9,777 - $10,482	-150 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$61.66 - $67.88 $9,249 - $10,182	150 New	150 $10,000

Others Institutions Holding USMV

# of Institutions

1,245

Shares Held

211M

Call Options Held

16.1K

Put Options Held

102K

Morgan Stanley New York, NY

21.3M
Shares

$1.93 Billion
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

16.1M
Shares

$1.46 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.45 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$892 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$545 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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