Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-28.3K- 82.51% |
$2.2M - $2.37M
|
6K
$564K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28.5K- 38.26% |
$2.22M - $2.38M
|
46K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-28.9K- 49.8% |
$2.25M - $2.41M
|
29.1K
$2.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-29K- 65.91% |
$2.26M - $2.42M
|
15K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29.3K- 47.17% |
$2.28M - $2.45M
|
32.9K
$3.09M
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-30.3K- 75.22% |
$2.36M - $2.53M
|
9.97K
$937K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-30.6K- 11.12% |
$2.39M - $2.56M
|
245K
$23M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-31.7K- 70.28% |
$2.47M - $2.65M
|
13.4K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
International City Management Association Retirement Corp
Washington, DC |
SELL
|
- |
-32K- 35.16% |
$2.49M - $2.67M
|
59K
$5.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-32.2K- 17.0% |
$2.51M - $2.69M
|
157K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-32.4K- 19.98% |
$2.52M - $2.71M
|
130K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-33.1K- 63.26% |
$2.58M - $2.77M
|
19.2K
$1.81M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-33.3K- 50.96% |
$2.6M - $2.79M
|
32.1K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33.5K- 34.26% |
$2.61M - $2.8M
|
64.2K
$6.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-34.3K- 5.24% |
$2.67M - $2.87M
|
621K
$58.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.6K- 9.8% |
$2.77M - $2.97M
|
328K
$30.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-36.5K- 31.03% |
$2.84M - $3.05M
|
81.1K
$7.62M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-37.4K- 20.78% |
$2.91M - $3.13M
|
143K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-38.1K- 55.76% |
$2.97M - $3.19M
|
30.3K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38.2K- 28.07% |
$2.98M - $3.2M
|
98K
$9.21M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-38.4K- 1.8% |
$2.99M - $3.21M
|
2.09M
$197M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-42.3K- 37.01% |
$3.29M - $3.53M
|
72K
$6.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-43.7K- 87.43% |
$3.4M - $3.65M
|
6.28K
$591K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44.3K- 15.24% |
$3.45M - $3.7M
|
246K
$23.2M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-46K- 92.39% |
$3.58M - $3.84M
|
3.79K
$356K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-46.6K- 55.6% |
$3.63M - $3.89M
|
37.2K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-47.1K- 54.07% |
$3.66M - $3.93M
|
40K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-48.2K- 92.55% |
$3.76M - $4.03M
|
3.89K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-49.9K- 79.7% |
$3.88M - $4.17M
|
12.7K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-50.5K- 11.53% |
$3.94M - $4.22M
|
388K
$36.5M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-52.8K- 68.55% |
$4.11M - $4.41M
|
24.2K
$2.28M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-58.6K- 3.59% |
$4.56M - $4.9M
|
1.57M
$148M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-59K- 4.57% |
$4.59M - $4.93M
|
1.23M
$116M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-60K- 40.98% |
$4.67M - $5.01M
|
86.4K
$8.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-63.1K- 86.79% |
$4.91M - $5.27M
|
9.6K
$903K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-66.2K- 92.44% |
$5.15M - $5.53M
|
5.41K
$509K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-66.5K- 66.02% |
$5.18M - $5.56M
|
34.2K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.9K- 5.01% |
$5.21M - $5.59M
|
1.27M
$119M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-67K- 66.47% |
$5.22M - $5.6M
|
33.8K
$3.18M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67.5K- 97.84% |
$5.26M - $5.64M
|
1.49K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-68.1K- 13.94% |
$5.3M - $5.69M
|
420K
$39.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-69.1K- 22.62% |
$5.38M - $5.78M
|
236K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.1K- 14.89% |
$5.61M - $6.02M
|
412K
$38.7M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-78.6K- 13.17% |
$6.12M - $6.57M
|
518K
$48.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-80.6K- 6.89% |
$6.28M - $6.74M
|
1.09M
$102M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-88.5K- 35.17% |
$6.89M - $7.4M
|
163K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-90.2K- 88.62% |
$7.02M - $7.54M
|
11.6K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-90.4K- 20.12% |
$7.04M - $7.56M
|
359K
$33.7M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-91.6K- 27.25% |
$7.13M - $7.65M
|
244K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-93.9K- 3.45% |
$7.31M - $7.85M
|
2.63M
$247M
|