Clarus Wealth Advisors Ishares Msci Usa Min Vol Facto Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 08, 2020	SELL	$60.74 - $66.36 $334,920 - $365,909	-5,514 Closed	0 $0
Q2 2020 Jul 09, 2020	SELL	$51.94 - $64.01 $4.42 Million - $5.44 Million	-85,057 Reduced 93.91%	5,514 $334,000
Q1 2020 Apr 08, 2020	BUY	$46.61 - $69.67 $4.22 Million - $6.31 Million	90,571 New	90,571 $4.74 Million
Q1 2019 Apr 04, 2019	SELL	$51.18 - $58.8 $1,535 - $1,764	-30 Closed	0 $0
Q4 2018 Jan 08, 2019	BUY	$49.77 - $57.05 $1,493 - $1,711	30 New	30 $2,000
Q4 2018 Jan 07, 2019	SELL	$49.77 - $57.05 $1,493 - $1,711	-30 Closed	0 $0
Q3 2018 Oct 03, 2018	SELL	$53.24 - $57.58 $4,099 - $4,433	-77 Reduced 71.96%	30 $2,000
Q2 2018 Jul 05, 2018	BUY	$51.06 - $53.87 $5,463 - $5,764	107 New	107 $6,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.95 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.46 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$917 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$887 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$480 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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