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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-431K- 79.02% |
$33.5M - $36M
|
114K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-441K- 75.49% |
$34.3M - $36.8M
|
143K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-481K- 61.05% |
$37.5M - $40.2M
|
307K
$28.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-485K- 30.76% |
$37.8M - $40.5M
|
1.09M
$102M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-529K- 59.84% |
$41.2M - $44.2M
|
355K
$33.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-616K- 10.22% |
$48M - $51.5M
|
5.41M
$506M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-645K- 13.66% |
$50.2M - $53.9M
|
4.08M
$381M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-660K- 80.41% |
$51.4M - $55.2M
|
161K
$15M
|
|
|
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
$122M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.62M- 38.15% |
$126M - $135M
|
2.62M
$245M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25M- 28.99% |
$176M - $188M
|
5.52M
$517M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.16M- 64.64% |
$402M - $432M
|
2.82M
$264M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.1M- 58.75% |
$708M - $760M
|
6.39M
$597M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17M- 49.58% |
$1.32B - $1.42B
|
17.3M
$1.62B
|