Peterson Financial Group, Inc. Ishares Msci Global Min Vol Fa Transaction History

Peterson Financial Group, Inc.

$16.4 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	SELL	$95.42 - $100.13 $6,870 - $7,209	-72 Reduced 3.02%	2,311 $220,000
Q2 2023 Aug 04, 2023	SELL	$96.17 - $100.07 $2,019 - $2,101	-21 Reduced 0.87%	2,383 $233,000
Q1 2023 Apr 25, 2023	SELL	$92.42 - $97.48 $8,225 - $8,675	-89 Reduced 3.57%	2,404 $232,000
Q4 2022 Aug 27, 2024	BUY	$87.85 - $98.82 $220,591 - $248,137	2,511 New	2,511 $239 Million
Q4 2022 Feb 03, 2023	BUY	$87.85 - $98.82 $878 - $988	10 Added 0.4%	2,493 $236,000
Q3 2022 Aug 26, 2024	BUY	$88.56 - $100.05 $2,745 - $3,101	31 Added 1.25%	2,504 $222 Million
Q3 2022 Oct 17, 2022	SELL	$88.56 - $100.05 $26,125 - $29,514	-295 Reduced 10.62%	2,483 $220,000
Q2 2022 Aug 26, 2024	BUY	$90.98 - $107.0 $224,993 - $264,611	2,473 New	2,473 $234 Million
Q2 2022 Jul 20, 2022	SELL	$90.98 - $107.0 $1,091 - $1,284	-12 Reduced 0.43%	2,778 $263,000
Q1 2022 Aug 26, 2024	BUY	$99.35 - $107.85 $249,765 - $271,134	2,514 New	2,514 $263 Million
Q1 2022 Jul 19, 2022	BUY	$99.35 - $107.85 $277,186 - $300,901	2,790 New	2,790 $292,000
Q1 2022 Apr 18, 2022	SELL	$99.35 - $107.85 $561,526 - $609,568	-5,652 Closed	0 $0
Q4 2021 Aug 22, 2024	BUY	$102.29 - $108.28 $277,512 - $293,763	2,713 New	2,713 $294 Million
Q4 2021 Jan 31, 2022	BUY	$102.29 - $108.28 $578,143 - $611,998	5,652 New	5,652 $612,000

Others Institutions Holding ACWV

# of Institutions

329

Shares Held

22M

Call Options Held

300

Put Options Held

0

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
Sector ETFs
Industry ETFs

More about ACWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peterson Financial Group, Inc. with notifications on news.