Total Wealth Planning, LLC Ishares Msci Global Min Vol Fa Transaction History

Total Wealth Planning, LLC

$605 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$90.98 - $107.0 $206,797 - $243,211	-2,273 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$99.35 - $107.85 $225,822 - $245,143	2,273 New	2,273 $238,000
Q4 2021 Feb 09, 2022	SELL	$102.29 - $108.28 $634,402 - $671,552	-6,202 Closed	0 $0
Q3 2021 Nov 04, 2021	SELL	$102.73 - $108.01 $10,992 - $11,557	-107 Reduced 1.7%	6,202 $637,000
Q2 2021 Aug 16, 2021	SELL	$99.22 - $104.02 $21,530 - $22,572	-217 Reduced 3.33%	6,309 $649,000
Q1 2021 May 17, 2021	BUY	$93.7 - $99.63 $33,919 - $36,066	362 Added 5.87%	6,526 $644,000
Q4 2020 Feb 11, 2021	BUY	$89.46 - $96.91 $26,659 - $28,879	298 Added 5.08%	6,164 $597,000
Q3 2020 Nov 10, 2020	SELL	$87.94 - $94.21 $33,417 - $35,799	-380 Reduced 6.08%	5,866 $539,000
Q2 2020 Aug 13, 2020	BUY	$77.94 - $91.58 $486,813 - $572,008	6,246 New	6,246 $547,000

Others Institutions Holding ACWV

# of Institutions

339

Shares Held

21.6M

Call Options Held

2.5K

Put Options Held

1.8K

About ISHARES MSCI GLOBAL MIN VOL FA

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