Summit Financial Wealth Advisors, LLC Ishares Msci Global Min Vol Fa Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$100.94 - $106.2 $89,836 - $94,518	-890 Reduced 30.9%	1,990 $208,000
Q4 2023 Jan 19, 2024	SELL	$93.0 - $101.11 $90,210 - $98,076	-970 Reduced 25.19%	2,880 $289,000
Q1 2023 Apr 10, 2023	SELL	$92.42 - $97.48 $14,972 - $15,791	-162 Reduced 4.04%	3,850 $372,000
Q2 2022 Jul 26, 2022	SELL	$90.98 - $107.0 $110,176 - $129,577	-1,211 Reduced 23.19%	4,012 $384,000
Q1 2022 May 06, 2022	SELL	$99.35 - $107.85 $13.4 Million - $14.5 Million	-134,871 Reduced 96.27%	5,223 $547,000
Q4 2021 Jan 12, 2022	BUY	$102.29 - $108.28 $16,161 - $17,108	158 Added 0.11%	140,094 $15.1 Million
Q3 2021 Nov 05, 2021	BUY	$102.73 - $108.01 $145,054 - $152,510	1,412 Added 1.02%	139,936 $14.4 Million
Q2 2021 Aug 09, 2021	BUY	$99.22 - $104.02 $312,146 - $327,246	3,146 Added 2.32%	138,524 $14.2 Million
Q1 2021 Apr 23, 2021	SELL	$93.7 - $99.63 $361,775 - $384,671	-3,861 Reduced 2.77%	135,378 $13.1 Million
Q4 2020 Jan 11, 2021	BUY	$89.46 - $96.91 $198,780 - $215,334	2,222 Added 1.62%	139,239 $12.8 Million
Q3 2020 Nov 09, 2020	SELL	$87.94 - $94.21 $125,490 - $134,437	-1,427 Reduced 1.03%	137,017 $12.4 Million
Q2 2020 Jul 16, 2020	BUY	$77.94 - $91.58 $8.11 Million - $9.53 Million	104,016 Added 302.13%	138,444 $12.3 Million
Q1 2020 Apr 29, 2020	SELL	$70.74 - $99.38 $405,693 - $569,944	-5,735 Reduced 14.28%	34,428 $2.84 Million
Q4 2019 Jan 28, 2020	BUY	$93.18 - $96.04 $55,348 - $57,047	594 Added 1.5%	40,163 $3.92 Million
Q3 2019 Nov 05, 2019	BUY	$93.5 - $95.06 $63,393 - $64,450	678 Added 1.74%	39,569 $3.75 Million
Q2 2019 Jul 16, 2019	BUY	N/A	38,891 New	38,891 $3.58 Million

Others Institutions Holding ACWV

# of Institutions

339

Shares Held

21.6M

Call Options Held

2.5K

Put Options Held

1.8K

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