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

Financial Insights, Inc.

$303 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	BUY	$65.75 - $75.5 $227,034 - $260,701	3,453 New	3,453 $248,000
Q2 2022 Aug 03, 2022	SELL	$66.73 - $79.1 $182,906 - $216,813	-2,741 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$71.88 - $80.4 $11,500 - $12,864	-160 Reduced 5.52%	2,741 $213,000
Q1 2021 May 12, 2021	BUY	$65.18 - $69.88 $189,087 - $202,721	2,901 New	2,901 $201,000
Q2 2020 Aug 20, 2020	SELL	$51.94 - $64.01 $238,300 - $293,677	-4,588 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$46.61 - $69.67 $2,190 - $3,274	-47 Reduced 1.01%	4,588 $248,000
Q4 2019 Feb 07, 2020	BUY	$62.68 - $65.67 $2,945 - $3,086	47 Added 1.02%	4,635 $304,000
Q3 2019 Oct 31, 2019	BUY	$61.12 - $64.69 $280,418 - $296,797	4,588 New	4,588 $294,000

Others Institutions Holding USMV

# of Institutions

1,282

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$2.01 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.5 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$945 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$913 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$494 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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