Midwest Heritage Bank, Fsb Ishares Msci Usa Min Vol Facto Transaction History

Midwest Heritage Bank, Fsb

$212 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$77.86 - $83.58 $67,971 - $72,965	-873 Reduced 24.39%	2,706 $226,000
Q4 2023 Jan 23, 2024	BUY	$70.56 - $78.63 $2,399 - $2,673	34 Added 0.96%	3,579 $279,000
Q3 2023 Oct 27, 2023	BUY	$72.38 - $76.06 $256,587 - $269,632	3,545 New	3,545 $256,000
Q4 2022 Jan 19, 2023	SELL	$65.75 - $75.5 $27,352 - $31,408	-416 Reduced 9.45%	3,986 $0
Q3 2022 Oct 21, 2022	SELL	$66.1 - $76.63 $17,318 - $20,077	-262 Reduced 5.62%	4,402 $291,000
Q2 2022 Jul 13, 2022	SELL	$66.73 - $79.1 $27,959 - $33,142	-419 Reduced 8.24%	4,664 $327,000
Q1 2022 Apr 28, 2022	BUY	$71.88 - $80.4 $71,089 - $79,515	989 Added 24.16%	5,083 $394,000
Q4 2021 Jan 28, 2022	BUY	$73.28 - $81.04 $300,008 - $331,777	4,094 New	4,094 $331,000

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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