Strategic Wealth Investment Group, LLC Ishares Msci Usa Min Vol Facto Transaction History

Strategic Wealth Investment Group, LLC

$848 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$88.59 - $94.57 $1.96 Million - $2.1 Million	22,170 New	22,170 $1.97 Million

Others Institutions Holding USMV

# of Institutions

1,393

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.55 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.47 Billion
0.12% 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

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
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