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

1,277

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.99 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.48 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$933 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$902 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$488 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
Sector ETFs
Industry ETFs

More about USMV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swm Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Swm Advisors with notifications on news.