Rede Wealth, LLC Ishares Msci Usa Min Vol Facto Transaction History

Rede Wealth, LLC

$238 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 21, 2022	SELL	$66.73 - $79.1 $952,170 - $1.13 Million	-14,269 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$71.88 - $80.4 $10,206 - $11,416	-142 Reduced 0.99%	14,269 $1.11 Million
Q4 2021 Feb 07, 2022	SELL	$73.28 - $81.04 $13,996 - $15,478	-191 Reduced 1.31%	14,411 $1.17 Million
Q3 2021 Oct 08, 2021	SELL	$73.5 - $78.28 $16,978 - $18,082	-231 Reduced 1.56%	14,602 $1.07 Million
Q2 2021 Jul 22, 2021	BUY	$69.72 - $73.7 $61,214 - $64,708	878 Added 6.29%	14,833 $1.09 Million

Q1 2021 May 12, 2021	BUY	$65.18 - $69.88 $1,433 - $1,537	22 Added 0.16%	13,955 $966,000
Q4 2020 Feb 16, 2021	BUY	$61.66 - $67.88 $859,108 - $945,772	13,933 New	13,933 $946,000

Others Institutions Holding USMV

# of Institutions

1,244

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

Morgan Stanley New York, NY

22.5M
Shares

$1.89 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

17.3M
Shares

$1.46 Billion
0.14% of portfolio
Raymond James & Associates St Petersburg, FL

15.9M
Shares

$1.34 Billion
0.91% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.51M
Shares

$800 Million
0.55% of portfolio
Envestnet Asset Management Inc

6.39M
Shares

$537 Million
0.2% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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