Potentia Wealth Ishares Msci Usa Min Vol Facto Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Potentia Wealth holds 12,700 shares of USMV stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

12,700

Holding current value

$1.18 Million

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$88.59 - $94.57 $1.13 Million - $1.2 Million	12,700 New	12,700 $1.13 Billion

Others Institutions Holding USMV

# of Institutions

1,346

Shares Held

207M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.03 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.51 Billion
0.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.23 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$951 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$573 Million
0.37% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

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