Swm Advisors Ishares Msci Usa Min Vol Facto Transaction History

Swm Advisors

$106 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$71.88 - $80.4 $1.28 Million - $1.43 Million	-17,768 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$73.28 - $81.04 $1.3 Million - $1.44 Million	17,768 New	17,768 $1.37 Million

Others Institutions Holding USMV

# of Institutions

1,245

Shares Held

211M

Call Options Held

16.1K

Put Options Held

102K

Morgan Stanley New York, NY

21.3M
Shares

$1.93 Billion
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

16.1M
Shares

$1.46 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.45 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$892 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$545 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
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