Private Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto Transaction History

Private Wealth Advisors, LLC

$256 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$73.28 - $81.04 $2.34 Million - $2.59 Million	-31,970 Closed	0 $0
Q3 2021 Dec 03, 2021	SELL	$73.5 - $78.28 $2,131 - $2,270	-29 Reduced 0.09%	31,970 $2.46 Million
Q2 2021 Jul 29, 2021	BUY	$69.72 - $73.7 $44,690 - $47,241	641 Added 2.04%	31,999 $2.36 Million
Q1 2021 May 17, 2021	BUY	$65.18 - $69.88 $84,538 - $90,634	1,297 Added 4.31%	31,358 $2.17 Million
Q4 2020 Feb 11, 2021	BUY	$61.66 - $67.88 $69,737 - $76,772	1,131 Added 3.91%	30,061 $2.03 Million
Q3 2020 Nov 16, 2020	BUY	$60.74 - $66.36 $13,180 - $14,400	217 Added 0.76%	28,930 $1.84 Million
Q2 2020 Aug 13, 2020	SELL	$51.94 - $64.01 $24,931 - $30,724	-480 Reduced 1.64%	28,713 $1.74 Million
Q1 2020 May 14, 2020	BUY	$46.61 - $69.67 $64,741 - $96,771	1,389 Added 5.0%	29,193 $1.58 Million
Q4 2019 Feb 12, 2020	BUY	$62.68 - $65.67 $1.74 Million - $1.83 Million	27,804 New	27,804 $1.82 Million
Q4 2019 Jan 31, 2020	SELL	$62.68 - $65.67 $1.49 Million - $1.56 Million	-23,828 Closed	0 $0
Q3 2019 Nov 22, 2019	BUY	$61.12 - $64.69 $529,971 - $560,926	8,671 Added 57.21%	23,828 $1.53 Million
Q1 2019 Nov 22, 2019	BUY	$51.18 - $58.8 $775,735 - $891,231	15,157 New	15,157 $891,000

Others Institutions Holding USMV

# of Institutions

1,283

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.97 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.47 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$927 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$896 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$485 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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