Sierra Capital LLC Ishares Msci Usa Min Vol Facto Transaction History

Sierra Capital LLC

$838 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 29, 2024	SELL	$77.86 - $83.58 $44,691 - $47,974	-574 Reduced 12.63%	3,969 $332,000
Q4 2023 Jan 30, 2024	BUY	$70.56 - $78.63 $320,554 - $357,216	4,543 New	4,543 $354,000

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

Ticker USMV
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