Financial Services Advisory Inc Ishares Msci Usa Min Vol Facto Transaction History

Financial Services Advisory Inc

$422 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$83.76 - $91.82 $1.9 Million - $2.08 Million	22,671 New	22,671 $2.07 Million
Q1 2022 May 12, 2022	SELL	$71.88 - $80.4 $4.23 Million - $4.73 Million	-58,881 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$73.28 - $81.04 $4.31 Million - $4.77 Million	58,881 New	58,881 $4.76 Million
Q1 2021 Apr 09, 2021	SELL	$65.18 - $69.88 $11.1 Million - $11.9 Million	-169,699 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$61.66 - $67.88 $10.5 Million - $11.5 Million	169,699 New	169,699 $11.5 Million
Q1 2020 Apr 07, 2020	SELL	$46.61 - $69.67 $6.26 Million - $9.35 Million	-134,216 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$62.68 - $65.67 $169,047 - $177,111	2,697 Added 2.05%	134,216 $8.81 Million
Q3 2019 Oct 16, 2019	SELL	$61.12 - $64.69 $1,833 - $1,940	-30 Reduced 0.02%	131,519 $8.43 Million
Q2 2019 Jul 23, 2019	BUY	$58.77 - $62.47 $1.62 Million - $1.72 Million	27,496 Added 26.42%	131,549 $8.12 Million
Q1 2019 Apr 11, 2019	BUY	$51.18 - $58.8 $5.33 Million - $6.12 Million	104,053 New	104,053 $6.12 Million
Q4 2018 Feb 11, 2019	SELL	$49.77 - $57.05 $8.21 Million - $9.41 Million	-164,983 Closed	0 $0
Q3 2018 Oct 10, 2018	BUY	$53.24 - $57.58 $8.78 Million - $9.5 Million	164,983 New	164,983 $9.41 Million

Others Institutions Holding USMV

# of Institutions

1,373

Shares Held

205M

Call Options Held

7.3K

Put Options Held

20K

Morgan Stanley New York, NY

16.7M
Shares

$1.55 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

15.8M
Shares

$1.47 Billion
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.2M
Shares

$1.23 Billion
0.45% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$952 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

6.18M
Shares

$574 Million
0.37% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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