Merriman Wealth Management, LLC Ishares Msci Usa Value Factor Call Options Transaction History

Merriman Wealth Management, LLC

$2.16 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding VLUE

# of Institutions

447

Shares Held

55.5M

Call Options Held

100

Put Options Held

0

Northwestern Mutual Wealth Management CO

18.4M
Shares

$1.9 Billion
2.05% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

4.46M
Shares

$461 Million
33.37% of portfolio
Matson Money. Inc.

3.92M
Shares

$405 Million
14.07% of portfolio
Mercer Global Advisors Inc Denver, CO

2.8M
Shares

$290 Million
0.86% of portfolio
Envestnet Asset Management Inc

2.8M
Shares

$289 Million
0.12% of portfolio

About ISHARES MSCI USA VALUE FACTOR

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