Morton Brown Family Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 25, 2023	BUY	$69.12 - $73.78 $552 - $590	8 New	8 $0

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

Ticker USMV
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