Liberty Wealth Management LLC Ishares Msci Global Min Vol Fa Transaction History

Liberty Wealth Management LLC

$578 Million
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$99.35 - $107.85 $154,986 - $168,246	-1,560 Closed	0 $0
Q4 2021 Feb 15, 2022	SELL	$102.29 - $108.28 $129,396 - $136,974	-1,265 Reduced 44.78%	1,560 $159 Million
Q3 2021 Nov 15, 2021	BUY	$102.73 - $108.01 $278,809 - $293,139	2,714 Added 2445.05%	2,825 $290,000
Q2 2021 Aug 13, 2021	BUY	$99.22 - $104.02 $1.12 Million - $1.18 Million	11,333 Added 10302.73%	11,443 $111,000
Q2 2021 Aug 13, 2021	SELL	$99.22 - $104.02 $1.12 Million - $1.18 Million	-11,332 Reduced 99.03%	111 $11,000
Q4 2020 Feb 09, 2021	BUY	$89.46 - $96.91 $89 - $96	1 Added 0.92%	110 $10,000
Q2 2020 Aug 04, 2020	BUY	$77.94 - $91.58 $77 - $91	1 Added 0.93%	109 $10,000
Q4 2019 Feb 05, 2020	BUY	$93.18 - $96.04 $186 - $192	2 Added 1.89%	108 $10,000
Q2 2019 Jul 30, 2019	BUY	N/A	1 Added 0.95%	106 $10,000
Q4 2018 Mar 26, 2019	BUY	N/A	105 New	105 $8,000

Others Institutions Holding ACWV

# of Institutions

342

Shares Held

20.5M

Call Options Held

300

Put Options Held

0

About ISHARES MSCI GLOBAL MIN VOL FA

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