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 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
18.3K+ 10839.64% |
$1.43M - $1.53M
|
18.5K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.1K+ 5.86% |
$1.41M - $1.51M
|
327K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.3K+ 607.54% |
$1.35M - $1.45M
|
20.2K
$1.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.8KNew |
$1.31M - $1.4M
|
16.8K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
15.2K+ 282.67% |
$1.19M - $1.27M
|
20.6K
$1.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.2K+ 61.52% |
$1.18M - $1.27M
|
39.9K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
14.5K+ 5.64% |
$1.13M - $1.21M
|
272K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.4K+ 9612.0% |
$1.12M - $1.21M
|
14.6K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
14.3KNew |
$1.11M - $1.2M
|
14.3K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.2K+ 30.2% |
$1.11M - $1.19M
|
61.2K
$5.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.9K+ 93.44% |
$1.08M - $1.16M
|
28.8K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.6KNew |
$1.06M - $1.14M
|
13.6K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
13.6K+ 194.4% |
$1.06M - $1.14M
|
20.6K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
13.6K+ 18.24% |
$1.06M - $1.14M
|
88.2K
$8.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
11.4K+ 10.77% |
$884K - $949K
|
117K
$11M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.1KNew |
$866K - $929K
|
11.1K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
10.7K+ 10.29% |
$837K - $898K
|
115K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.6K+ 4.91% |
$828K - $889K
|
227K
$21.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.4K+ 93.3% |
$809K - $869K
|
21.5K
$2.02M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.2K+ 7.7% |
$796K - $855K
|
143K
$13.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
10.2KNew |
$795K - $853K
|
10.2K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
9.55KNew |
$743K - $798K
|
9.55K
$898K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
9.2K+ 14.63% |
$716K - $769K
|
72.1K
$6.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
8.93K+ 12.83% |
$695K - $746K
|
78.5K
$7.38M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.46K+ 1.65% |
$659K - $707K
|
520K
$48.9M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.32K+ 5.02% |
$648K - $696K
|
174K
$16.4M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.29K+ 195.45% |
$645K - $692K
|
12.5K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8.27K+ 5.73% |
$644K - $691K
|
153K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.1KNew |
$631K - $677K
|
8.1K
$762K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
7.91K+ 130.33% |
$616K - $661K
|
14K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.88KNew |
$613K - $658K
|
7.88K
$740K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
7.71K+ 122.05% |
$600K - $644K
|
14K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.34KNew |
$572K - $614K
|
7.34K
$690K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.31K+ 87.19% |
$569K - $611K
|
15.7K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
7.09KNew |
$552K - $593K
|
7.09K
$667K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.92K+ 126.66% |
$539K - $579K
|
12.4K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.87K+ 1072.23% |
$535K - $574K
|
7.51K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
6.48KNew |
$505K - $542K
|
6.48K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.43K+ 3.18% |
$500K - $537K
|
209K
$19.6M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.33KNew |
$493K - $529K
|
6.33K
$595K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.11K+ 7.79% |
$476K - $511K
|
84.5K
$7.94M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
6.1K+ 8.83% |
$475K - $510K
|
75.2K
$7.07M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.91KNew |
$460K - $494K
|
5.91K
$555K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
5.87KNew |
$457K - $491K
|
5.87K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.48KNew |
$427K - $458K
|
5.48K
$515K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.35K+ 0.49% |
$417K - $447K
|
1.09M
$102M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.17KNew |
$402K - $432K
|
5.17K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5.11K+ 109.18% |
$398K - $427K
|
9.8K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.06K+ 15.73% |
$394K - $423K
|
37.2K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.04KNew |
$392K - $421K
|
5.04K
$473K
|