Shelter Ins Retirement Plan Ishares Msci Usa Min Vol Facto Transaction History

Shelter Ins Retirement Plan

$84.4 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$69.72 - $73.7 $111 Million - $118 Million	-1,597,200 Closed	0 $0
Q1 2021 Apr 22, 2021	SELL	$65.18 - $69.88 $3.54 Million - $3.79 Million	-54,300 Reduced 3.29%	1,597,200 $110 Million
Q4 2020 Feb 10, 2021	SELL	$61.66 - $67.88 $2.11 Million - $2.32 Million	-34,200 Reduced 2.03%	1,651,500 $112 Million
Q2 2020 Jul 24, 2020	SELL	$51.94 - $64.01 $3.24 Million - $3.99 Million	-62,400 Reduced 3.57%	1,685,700 $102 Million
Q1 2020 May 12, 2020	BUY	$46.61 - $69.67 $2.87 Million - $4.28 Million	61,500 Added 3.65%	1,748,100 $94.5 Million
Q4 2019 Feb 10, 2020	SELL	$62.68 - $65.67 $1.94 Million - $2.04 Million	-31,000 Reduced 1.8%	1,686,600 $111 Million
Q3 2019 Nov 21, 2019	BUY	$61.12 - $64.69 $105 Million - $111 Million	1,717,600 New	1,717,600 $110 Million

Others Institutions Holding USMV

# of Institutions

1,455

Shares Held

197M

Call Options Held

33.3K

Put Options Held

79.7K

Bank Of America Corp Charlotte, NC

13.7M
Shares

$1.28 Billion
0.1% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.3M
Shares

$1.24 Billion
0.45% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$1.17 Billion
0.08% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$956 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.68M
Shares

$623 Million
1.13% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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