Access Financial Services, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Access Financial Services, Inc.

$169 Million
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$65.18 - $69.88 $3.51 Million - $3.76 Million	-53,852 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$61.66 - $67.88 $2.49 Million - $2.74 Million	-40,423 Reduced 42.88%	53,852 $3.66 Million
Q3 2020 Nov 09, 2020	SELL	$60.74 - $66.36 $178,393 - $194,899	-2,937 Reduced 3.02%	94,275 $6.01 Million
Q2 2020 Aug 11, 2020	SELL	$51.94 - $64.01 $545,266 - $671,976	-10,498 Reduced 9.75%	97,212 $5.89 Million
Q1 2020 Apr 16, 2020	SELL	$46.61 - $69.67 $1.87 Million - $2.8 Million	-40,166 Reduced 27.16%	107,710 $5.82 Million
Q4 2019 Jan 21, 2020	BUY	$62.68 - $65.67 $386,923 - $405,380	6,173 Added 4.36%	147,876 $9.7 Million
Q3 2019 Nov 01, 2019	BUY	$61.12 - $64.69 $8.66 Million - $9.17 Million	141,703 New	141,703 $9.08 Million

Others Institutions Holding USMV

# of Institutions

1,392

Shares Held

200M

Call Options Held

8.5K

Put Options Held

33.9K

Morgan Stanley New York, NY

16.7M
Shares

$1.54 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.45 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.22 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$941 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$567 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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