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 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-94.8K- 22.69% |
$7.38M - $7.92M
|
323K
$30.4M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-97.4K- 85.87% |
$7.58M - $8.14M
|
16K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-97.6K- 84.57% |
$7.6M - $8.15M
|
17.8K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-98.4K- 20.59% |
$7.66M - $8.22M
|
379K
$35.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-100K- 2.81% |
$7.82M - $8.4M
|
3.48M
$327M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-100K- 2.81% |
$7.82M - $8.4M
|
3.48M
$327M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-103K- 6.99% |
$8.02M - $8.61M
|
1.37M
$129M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-103K- 64.73% |
$8.05M - $8.64M
|
56.3K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-110K- 60.59% |
$8.57M - $9.2M
|
71.6K
$6.73M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-118K- 2.82% |
$9.17M - $9.85M
|
4.06M
$382M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-121K- 35.24% |
$9.43M - $10.1M
|
223K
$20.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-122K- 83.07% |
$9.48M - $10.2M
|
24.8K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-128K- 97.92% |
$9.96M - $10.7M
|
2.72K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-132K- 0.82% |
$10.3M - $11M
|
15.9M
$1.5B
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-134K- 42.14% |
$10.4M - $11.2M
|
184K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-140K- 41.75% |
$10.9M - $11.7M
|
196K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-152K- 39.82% |
$11.9M - $12.7M
|
230K
$21.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-156K- 30.44% |
$12.1M - $13M
|
356K
$33.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-158K- 97.53% |
$12.3M - $13.2M
|
4.01K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-182K- 6.98% |
$14.1M - $15.2M
|
2.42M
$228M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-207K- 25.2% |
$16.1M - $17.3M
|
615K
$57.8M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-217K- 47.29% |
$16.9M - $18.2M
|
242K
$22.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223K- 15.24% |
$17.4M - $18.6M
|
1.24M
$117M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-223K- 4.79% |
$17.4M - $18.6M
|
4.44M
$417M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-268K- 6.23% |
$20.8M - $22.4M
|
4.03M
$379M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-315K- 29.5% |
$24.6M - $26.4M
|
753K
$70.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-323K- 99.23% |
$25.2M - $27M
|
2.5K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-355K- 16.17% |
$27.7M - $29.7M
|
1.84M
$173M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-381K- 46.53% |
$29.7M - $31.9M
|
438K
$41.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-405K- 98.56% |
$31.6M - $33.9M
|
5.94K
$558K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-431K- 79.02% |
$33.5M - $36M
|
114K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-441K- 75.49% |
$34.3M - $36.8M
|
143K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-481K- 61.05% |
$37.5M - $40.2M
|
307K
$28.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-485K- 30.76% |
$37.8M - $40.5M
|
1.09M
$103M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-529K- 59.84% |
$41.2M - $44.2M
|
355K
$33.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-616K- 10.22% |
$48M - $51.5M
|
5.41M
$509M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-645K- 13.66% |
$50.2M - $53.9M
|
4.08M
$383M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-660K- 80.41% |
$51.4M - $55.2M
|
161K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-779K- 40.56% |
$60.6M - $65.1M
|
1.14M
$107M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.49M- 53.35% |
$116M - $125M
|
1.31M
$123M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.62M- 38.15% |
$126M - $135M
|
2.62M
$246M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25M- 28.99% |
$176M - $188M
|
5.52M
$519M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.16M- 64.64% |
$402M - $432M
|
2.82M
$266M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.1M- 58.75% |
$708M - $760M
|
6.39M
$601M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17M- 49.58% |
$1.32B - $1.42B
|
17.3M
$1.63B
|