Monumental Financial Group Inc. Ishares Msci Usa Min Vol Facto Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	$71.44 - $74.33 $169,098 - $175,939	2,367 Added 25.82%	11,535 $857,000
Q1 2023 May 03, 2023	BUY	$69.12 - $73.78 $157,939 - $168,587	2,285 Added 33.2%	9,168 $667,000
Q4 2022 Jan 30, 2023	SELL	$65.75 - $75.5 $146,885 - $168,667	-2,234 Reduced 24.5%	6,883 $496,000
Q3 2022 Oct 13, 2022	BUY	$66.1 - $76.63 $337,572 - $391,349	5,107 Added 127.36%	9,117 $603,000
Q2 2022 Jul 28, 2022	BUY	$66.73 - $79.1 $267,587 - $317,191	4,010 New	4,010 $282,000
Q3 2021 Oct 18, 2021	SELL	$73.5 - $78.28 $36,750 - $39,140	-500 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$69.72 - $73.7 $578,187 - $611,194	-8,293 Reduced 94.31%	500 $37,000
Q1 2021 May 14, 2021	BUY	$65.18 - $69.88 $573,127 - $614,454	8,793 New	8,793 $608,000

Others Institutions Holding USMV

# of Institutions

1,282

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.01 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$945 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$913 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$494 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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