World Equity Group, Inc. Ishares Msci Usa Min Vol Facto Transaction History

World Equity Group, Inc.

$277 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 18, 2024	BUY	$77.86 - $83.58 $191,302 - $205,356	2,457 New	2,457 $205 Million
Q4 2023 Jul 22, 2024	SELL	$70.56 - $78.63 $137,592 - $153,328	-1,950 Reduced 31.3%	4,280 $334 Million
Q3 2023 Jul 22, 2024	BUY	$72.38 - $76.06 $450,927 - $473,853	6,230 New	6,230 $451 Million
Q2 2023 Aug 26, 2024	SELL	$71.44 - $74.33 $1.03 Million - $1.08 Million	-14,466 Reduced 73.32%	5,265 $391 Million
Q1 2023 Aug 26, 2024	BUY	$69.12 - $73.78 $1.36 Million - $1.46 Million	19,731 New	19,731 $958 Million
Q4 2022 Sep 06, 2024	SELL	$65.75 - $75.5 $825,425 - $947,827	-12,554 Reduced 54.53%	10,470 $755 Million
Q3 2022 Sep 06, 2024	BUY	$66.1 - $76.63 $1.52 Million - $1.76 Million	23,024 New	23,024 $1.52 Billion
Q2 2022 Sep 06, 2024	SELL	$66.73 - $79.1 $1.27 Million - $1.51 Million	-19,070 Reduced 61.57%	11,901 $836 Million
Q1 2022 Sep 06, 2024	BUY	$71.88 - $80.4 $2.23 Million - $2.49 Million	30,971 New	30,971 $2.4 Billion

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

$1.94 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.45 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$913 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$883 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$477 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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