Bsw Wealth Partners Ishares Msci Usa Min Vol Facto Transaction History

Bsw Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$92.18 - $95.14 $18,712 - $19,313	-203 Reduced 7.45%	2,522 $239,000
Q2 2025 Jul 18, 2025	SELL	$85.42 - $94.39 $29,213 - $32,281	-342 Reduced 11.15%	2,725 $255,000
Q1 2025 Apr 24, 2025	SELL	$87.68 - $94.52 $19,728 - $21,267	-225 Reduced 6.83%	3,067 $287,000
Q4 2024 Jan 22, 2025	SELL	$88.59 - $94.57 $58,469 - $62,416	-660 Reduced 16.7%	3,292 $292,000
Q3 2024 Oct 29, 2024	BUY	$83.76 - $91.82 $18,846 - $20,659	225 Added 6.04%	3,952 $360,000

Q1 2024 Apr 23, 2024	BUY	$77.86 - $83.58 $290,184 - $311,502	3,727 New	3,727 $311,000

1,492

197M

32.7K

95.2K

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