Shepherd Financial Partners LLC Ishares Msci Usa Min Vol Facto Transaction History
Shepherd Financial Partners LLC
- $761 Million
- Q1 2024
A detailed history of Shepherd Financial Partners LLC transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 24,100 shares of USMV stock, worth $2.02 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
24,100
Previous 24,025
0.31%
Holding current value
$2.02 Million
Previous $1.87 Million
7.47%
% of portfolio
0.26%
Previous 0.27%
Shares
22 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$797 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio