Institute For Wealth Management, Llc. Ishares Msci Eafe Min Vol Fact Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$67.73 - $76.65 $185,783 - $210,250	-2,743 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$74.33 - $77.96 $20,812 - $21,828	-280 Reduced 9.26%	2,743 $211,000
Q3 2021 Nov 15, 2021	SELL	$75.34 - $79.52 $1,883 - $1,988	-25 Reduced 0.82%	3,023 $228,000
Q2 2021 Jul 21, 2021	SELL	$73.48 - $77.31 $367 - $386	-5 Reduced 0.16%	3,048 $230,000
Q1 2021 May 04, 2021	SELL	$70.92 - $74.68 $26,453 - $27,855	-373 Reduced 10.89%	3,053 $223,000
Q4 2020 Feb 01, 2021	SELL	$65.49 - $73.81 $41,913 - $47,238	-640 Reduced 15.74%	3,426 $252,000
Q3 2020 Nov 03, 2020	SELL	$66.21 - $69.64 $15,493 - $16,295	-234 Reduced 5.44%	4,066 $277,000
Q2 2020 Jul 30, 2020	BUY	$59.53 - $68.92 $255,979 - $296,356	4,300 New	4,300 $284,000
Q1 2020 Apr 29, 2020	SELL	$54.87 - $75.75 $16,570 - $22,876	-302 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$71.94 - $75.68 $21,725 - $22,855	302 New	302 $23,000
Q3 2019 Oct 28, 2019	SELL	$70.31 - $73.75 $667,452 - $700,108	-9,493 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	$70.31 - $73.27 $667,452 - $695,552	9,493 New	9,493 $690,000

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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