Iag Wealth Partners, LLC Ishares Msci Usa Min Vol Facto Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	SELL	$72.38 - $76.06 $29,675 - $31,184	-410 Reduced 67.66%	196 $14,000
Q3 2022 Oct 26, 2022	SELL	$66.1 - $76.63 $35,694 - $41,380	-540 Reduced 47.12%	606 $40,000
Q2 2021 Aug 04, 2021	SELL	$69.72 - $73.7 $130,934 - $138,408	-1,878 Reduced 62.1%	1,146 $85,000
Q1 2021 Apr 29, 2021	SELL	$65.18 - $69.88 $47,516 - $50,942	-729 Reduced 19.42%	3,024 $210,000
Q4 2020 Feb 11, 2021	SELL	$61.66 - $67.88 $19,916 - $21,925	-323 Reduced 7.92%	3,753 $255,000
Q3 2020 Feb 11, 2021	BUY	$60.74 - $66.36 $55,820 - $60,984	919 Added 29.11%	4,076 $260,000
Q2 2020 Feb 11, 2021	BUY	$51.94 - $64.01 $163,974 - $202,079	3,157 New	3,157 $192,000
Q1 2020 Feb 11, 2021	SELL	$46.61 - $69.67 $11,792 - $17,626	-253 Closed	0 $0
Q4 2019 Feb 11, 2021	BUY	$62.68 - $65.67 $15,858 - $16,614	253 New	253 $17,000

Others Institutions Holding USMV

# of Institutions

1,285

Shares Held

200M

Call Options Held

10.6K

Put Options Held

27K

Morgan Stanley New York, NY

21.8M
Shares

$1.91 Billion
0.15% of portfolio
Bank Of America Corp Charlotte, NC

16.3M
Shares

$1.43 Billion
0.13% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$898 Million
0.58% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.91M
Shares

$868 Million
0.58% of portfolio
Lpl Financial LLC Fort Mill, SC

5.36M
Shares

$470 Million
0.22% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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