Beta Wealth Group, Inc. Ishares Msci Global Min Vol Fa Transaction History

Beta Wealth Group, Inc.

$195 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$87.85 - $98.82 $277,781 - $312,468	3,162 Added 5.23%	63,649 $6.05 Million
Q3 2022 Nov 01, 2022	SELL	$88.56 - $100.05 $173,223 - $195,697	-1,956 Reduced 3.13%	60,487 $5.36 Million
Q2 2022 Aug 05, 2022	SELL	$90.98 - $107.0 $23,108 - $27,178	-254 Reduced 0.41%	62,443 $5.9 Million
Q1 2022 May 12, 2022	BUY	$99.35 - $107.85 $135,414 - $146,999	1,363 Added 2.22%	62,697 $6.57 Million
Q3 2021 Nov 12, 2021	BUY	$102.73 - $108.01 $282,712 - $297,243	2,752 Added 4.7%	61,334 $6.3 Million
Q2 2021 Aug 16, 2021	BUY	$99.22 - $104.02 $413,152 - $433,139	4,164 Added 7.65%	58,582 $6.03 Million
Q1 2021 May 11, 2021	SELL	$93.7 - $99.63 $2.04 Million - $2.16 Million	-21,726 Reduced 28.53%	54,418 $5.37 Million
Q4 2020 Mar 18, 2021	BUY	$89.46 - $96.91 $6.81 Million - $7.38 Million	76,144 New	76,144 $7.38 Million

Others Institutions Holding ACWV

# of Institutions

329

Shares Held

22M

Call Options Held

300

Put Options Held

0

About ISHARES MSCI GLOBAL MIN VOL FA

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