Personal Wealth Partners Ishares Msci Usa Min Vol Facto Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$66.73 - $79.1 $36.4 Million - $43.2 Million	-546,154 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$71.88 - $80.4 $1.04 Million - $1.16 Million	-14,458 Reduced 2.58%	546,154 $42.4 Million
Q4 2021 Feb 14, 2022	SELL	$73.28 - $81.04 $4.27 Million - $4.72 Million	-58,244 Reduced 9.41%	560,612 $45.4 Million
Q3 2021 Oct 20, 2021	SELL	$73.5 - $78.28 $3.32 Million - $3.54 Million	-45,168 Reduced 6.8%	618,856 $45.5 Million
Q2 2021 Jul 23, 2021	SELL	$69.72 - $73.7 $3.37 Million - $3.56 Million	-48,371 Reduced 6.79%	664,024 $48.9 Million
Q1 2021 Apr 20, 2021	SELL	$65.18 - $69.88 $7.39 Million - $7.93 Million	-113,413 Reduced 13.73%	712,395 $49.3 Million
Q4 2020 Feb 08, 2021	SELL	$61.66 - $67.88 $414,786 - $456,628	-6,727 Reduced 0.81%	825,808 $56.1 Million
Q3 2020 Nov 02, 2020	SELL	$60.74 - $66.36 $70,579 - $77,110	-1,162 Reduced 0.14%	832,535 $53.1 Million
Q2 2020 Aug 06, 2020	BUY	$51.94 - $64.01 $730,951 - $900,812	14,073 Added 1.72%	833,697 $50.5 Million
Q1 2020 May 07, 2020	BUY	$46.61 - $69.67 $529,536 - $791,520	11,361 Added 1.41%	819,624 $44.3 Million
Q4 2019 Jan 28, 2020	BUY	$62.68 - $65.67 $4.76 Million - $4.99 Million	75,930 Added 10.37%	808,263 $53 Million
Q3 2019 Oct 22, 2019	SELL	$61.12 - $64.69 $10.2 Million - $10.8 Million	-167,199 Reduced 18.59%	732,333 $46.9 Million
Q2 2019 Jul 30, 2019	BUY	$58.77 - $62.47 $3.58 Million - $3.81 Million	60,933 Added 7.27%	899,532 $57.8 Million
Q1 2019 Apr 17, 2019	BUY	$51.18 - $58.8 $42.9 Million - $49.3 Million	838,599 New	838,599 $51.9 Million

Others Institutions Holding USMV

# of Institutions

1,245

Shares Held

211M

Call Options Held

16.1K

Put Options Held

102K

Morgan Stanley New York, NY

21.3M
Shares

$1.93 Billion
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

16.1M
Shares

$1.46 Billion
0.9% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$1.45 Billion
0.12% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.81M
Shares

$892 Million
0.55% of portfolio
Captrust Financial Advisors Raleigh, NC

6M
Shares

$545 Million
1.63% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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