Berkshire Money Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Berkshire Money Management, Inc.

$836 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$66.1 - $76.63 $1.79 Million - $2.08 Million	-27,084 Reduced 45.77%	32,090 $2.12 Million
Q2 2022 Jul 14, 2022	BUY	$66.73 - $79.1 $3.95 Million - $4.68 Million	59,174 New	59,174 $4.16 Million
Q1 2020 Apr 15, 2020	SELL	$46.61 - $69.67 $5.27 Million - $7.88 Million	-113,161 Closed	0 $0
Q4 2019 Jan 09, 2020	SELL	$62.68 - $65.67 $337,657 - $353,764	-5,387 Reduced 4.54%	113,161 $7.42 Million
Q3 2019 Oct 21, 2019	SELL	$61.12 - $64.69 $4,095 - $4,334	-67 Reduced 0.06%	118,548 $7.6 Million
Q2 2019 Jul 29, 2019	SELL	$58.77 - $62.47 $466,339 - $495,699	-7,935 Reduced 6.27%	118,615 $7.32 Million
Q1 2019 Apr 24, 2019	SELL	$51.18 - $58.8 $15.9 Million - $18.3 Million	-311,396 Reduced 71.1%	126,550 $7.44 Million
Q4 2018 Feb 06, 2019	BUY	$49.77 - $57.05 $21.8 Million - $25 Million	437,946 New	437,946 $22.9 Million

Others Institutions Holding USMV

# of Institutions

1,303

Shares Held

199M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.98 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.48 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$932 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$901 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$487 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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