Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Msci Usa Min Vol Facto Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.3 Billion
Q1 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$77.86 - $83.58 $8,876 - $9,528	114 New	114 $9,000
Q1 2021 Apr 14, 2021	SELL	$65.18 - $69.88 $67,135 - $71,976	-1,030 Closed	0 $0
Q4 2020 Jan 14, 2021	BUY	$61.66 - $67.88 $63,509 - $69,916	1,030 New	1,030 $70,000

Others Institutions Holding USMV

# of Institutions

1,394

Shares Held

204M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.51 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.43 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.2 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$926 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.62M
Shares

$599 Million
1.27% of portfolio

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About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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