Schneider Downs Wealth Management Advisors, LP Ishares Msci Usa Min Vol Facto Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Jan 21, 2021	SELL	$61.66 - $67.88 $352,386 - $387,934	-5,715 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$60.74 - $66.36 $12,451 - $13,603	205 Added 3.72%	5,715 $364,000
Q2 2020 Jul 15, 2020	SELL	$51.94 - $64.01 $246,715 - $304,047	-4,750 Reduced 46.3%	5,510 $334,000
Q1 2020 Apr 21, 2020	BUY	$46.61 - $69.67 $478,218 - $714,814	10,260 New	10,260 $554,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.97 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.47 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$923 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$892 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$483 Million
0.22% of portfolio

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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