Family Legacy, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Family Legacy, Inc.

$298 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 09, 2021	SELL	$65.18 - $69.88 $1.19 Million - $1.27 Million	-18,189 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$61.66 - $67.88 $14,243 - $15,680	-231 Reduced 1.25%	18,189 $1.24 Million
Q3 2020 Oct 09, 2020	BUY	$60.74 - $66.36 $48,956 - $53,486	806 Added 4.58%	18,420 $1.17 Million
Q2 2020 Jul 20, 2020	SELL	$51.94 - $64.01 $52,822 - $65,098	-1,017 Reduced 5.46%	17,614 $1.07 Million
Q1 2020 May 12, 2020	BUY	$46.61 - $69.67 $54,207 - $81,026	1,163 Added 6.66%	18,631 $1.01 Million
Q4 2019 Jan 14, 2020	BUY	$62.68 - $65.67 $76,218 - $79,854	1,216 Added 7.48%	17,468 $1.15 Million
Q3 2019 Nov 12, 2019	BUY	$61.12 - $64.69 $19,925 - $21,088	326 Added 2.05%	16,252 $1.03 Million
Q2 2019 Jul 25, 2019	BUY	$58.77 - $62.47 $1,704 - $1,811	29 Added 0.18%	15,926 $983,000
Q1 2019 May 06, 2019	SELL	$51.18 - $58.8 $27,995 - $32,163	-547 Reduced 3.33%	15,897 $941,000
Q4 2018 Feb 14, 2019	SELL	$49.77 - $57.05 $10,352 - $11,866	-208 Reduced 1.25%	16,444 $862,000
Q3 2018 Nov 14, 2018	SELL	$53.24 - $57.58 $16,557 - $17,907	-311 Reduced 1.83%	16,652 $950,000
Q2 2018 Aug 14, 2018	BUY	$51.06 - $53.87 $12,560 - $13,252	246 Added 1.47%	16,963 $902,000
Q1 2018 May 15, 2018	BUY	$50.24 - $55.31 $328,820 - $362,003	6,545 Added 64.34%	16,717 $868,000
Q4 2017 Feb 01, 2018	BUY	$50.5 - $53.37 $513,686 - $542,879	10,172	10,172 $537,000

Others Institutions Holding USMV

# of Institutions

1,314

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.49 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$939 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$908 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$491 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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