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

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 19, 2021	SELL	$61.66 - $67.88 $275,990 - $303,830	-4,476 Closed	0 $0
Q3 2020 Oct 19, 2020	SELL	$60.74 - $66.36 $59,889 - $65,430	-986 Reduced 18.05%	4,476 $285,000
Q2 2020 Jul 20, 2020	SELL	$51.94 - $64.01 $62,224 - $76,683	-1,198 Reduced 17.99%	5,462 $331,000
Q1 2020 Apr 16, 2020	BUY	$46.61 - $69.67 $310,422 - $464,002	6,660 New	6,660 $360,000
Q3 2019 Oct 21, 2019	SELL	$61.12 - $64.69 $72,304 - $76,528	-1,183 Closed	0 $0

Q4 2018 Feb 14, 2019	SELL	$49.77 - $57.05 $1,244 - $1,426	-25 Reduced 2.07%	1,183 $62,000
Q2 2018 Aug 10, 2018	SELL	$51.06 - $53.87 $2,399 - $2,531	-47 Reduced 3.75%	1,208 $64,000
Q3 2017 Oct 27, 2017	SELL	$50.1 - $50.34 $3,006 - $3,020	-60 Reduced 4.56%	1,255 $63,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,315	1,315 $64,000

Others Institutions Holding USMV

# of Institutions

1,482

Shares Held

197M

Call Options Held

32.7K

Put Options Held

95.2K

Morgan Stanley New York, NY

14.8M
Shares

$1.39 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

13.8M
Shares

$1.3 Billion
0.09% of portfolio
Raymond James Financial Inc St. Petersburg, FL

13.5M
Shares

$1.27 Billion
0.43% of portfolio
Raymond James & Associates St Petersburg, FL

10.2M
Shares

$965 Million
0.58% of portfolio
Wealth Enhancement Advisory Services, LLC

6.98M
Shares

$657 Million
1.0% of portfolio

About ISHARES MSCI USA MIN VOL FACTO

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