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

Meridian Wealth Partners, LLC

$640 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$73.5 - $78.28 $501,637 - $534,261	-6,825 Reduced 85.71%	1,138 $84,000
Q2 2021 Aug 12, 2021	SELL	$69.72 - $73.7 $1.11 Million - $1.18 Million	-15,948 Reduced 66.7%	7,963 $586,000
Q1 2021 May 17, 2021	SELL	$65.18 - $69.88 $8.05 Million - $8.63 Million	-123,537 Reduced 83.78%	23,911 $1.65 Million
Q4 2020 Feb 16, 2021	BUY	$61.66 - $67.88 $142,126 - $156,463	2,305 Added 1.59%	147,448 $10 Million
Q3 2020 Nov 12, 2020	BUY	$60.74 - $66.36 $342,877 - $374,602	5,645 Added 4.05%	145,143 $9.25 Million
Q2 2020 Aug 12, 2020	BUY	$51.94 - $64.01 $795,668 - $980,569	15,319 Added 12.34%	139,498 $8.46 Million
Q1 2020 May 15, 2020	BUY	$46.61 - $69.67 $420,748 - $628,911	9,027 Added 7.84%	124,179 $6.71 Million
Q4 2019 Feb 14, 2020	BUY	$62.68 - $65.67 $7.22 Million - $7.56 Million	115,152 New	115,152 $7.55 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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