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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

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

1,245

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

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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