Legacy Financial Advisors, Inc. Ishares Msci Global Min Vol Fa Transaction History

Legacy Financial Advisors, Inc.

$505 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$90.98 - $107.0 $179,685 - $211,325	-1,975 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$99.35 - $107.85 $13,312 - $14,451	-134 Reduced 6.35%	1,975 $207,000
Q4 2021 Feb 04, 2022	SELL	$102.29 - $108.28 $41,734 - $44,178	-408 Reduced 16.21%	2,109 $228,000
Q3 2021 Oct 26, 2021	SELL	$102.73 - $108.01 $14,176 - $14,905	-138 Reduced 5.2%	2,517 $259,000
Q2 2021 Jul 21, 2021	SELL	$99.22 - $104.02 $41,573 - $43,584	-419 Reduced 13.63%	2,655 $273,000
Q1 2021 Apr 28, 2021	SELL	$93.7 - $99.63 $8,433 - $8,966	-90 Reduced 2.84%	3,074 $303,000
Q4 2020 Feb 02, 2021	SELL	$89.46 - $96.91 $279,383 - $302,649	-3,123 Reduced 49.67%	3,164 $307,000
Q3 2020 Nov 09, 2020	BUY	$87.94 - $94.21 $552,878 - $592,298	6,287 New	6,287 $578,000
Q1 2020 May 12, 2020	SELL	$70.74 - $99.38 $447,430 - $628,578	-6,325 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$93.18 - $96.04 $146,758 - $151,263	-1,575 Reduced 19.94%	6,325 $606,000
Q3 2019 Nov 07, 2019	SELL	$93.5 - $95.06 $54,791 - $55,705	-586 Reduced 6.91%	7,900 $749,000
Q2 2019 Aug 07, 2019	BUY	N/A	300 Added 3.66%	8,486 $782,000
Q1 2019 May 14, 2019	SELL	N/A	-19,470 Reduced 70.4%	8,186 $732,000
Q4 2018 Jan 16, 2019	BUY	N/A	25,477 Added 1169.21%	27,656 $2.25 Million
Q4 2017 Feb 09, 2018	BUY	N/A	2,179	2,179 $183,000

Others Institutions Holding ACWV

# of Institutions

329

Shares Held

22M

Call Options Held

300

Put Options Held

0

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