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 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
2.49KNew |
$194K - $208K
|
2.49K
$234K
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.46KNew |
$191K - $205K
|
2.46K
$231K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.44KNew |
$190K - $204K
|
2.44K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.41KNew |
$188K - $202K
|
2.41K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.41KNew |
$187K - $201K
|
2.41K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.4KNew |
$187K - $201K
|
2.4K
$226K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.3K+ 6.74% |
$179K - $192K
|
36.5K
$3.43M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.21K+ 43.28% |
$172K - $185K
|
7.31K
$687K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.2KNew |
$171K - $184K
|
2.2K
$207K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
2.19K+ 4.26% |
$171K - $183K
|
53.7K
$5.05M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.19K+ 25.36% |
$171K - $183K
|
10.8K
$1.02M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.18KNew |
$170K - $182K
|
2.18K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.11K+ 63.78% |
$164K - $176K
|
5.42K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.04K+ 43.25% |
$159K - $170K
|
6.74K
$634K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.03K+ 20.29% |
$158K - $170K
|
12K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.01K+ 1.57% |
$157K - $168K
|
130K
$12.3M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.91K+ 22.35% |
$149K - $160K
|
10.5K
$985K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.91K+ 15.87% |
$149K - $160K
|
13.9K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.88K+ 18.69% |
$146K - $157K
|
11.9K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.84K+ 5.09% |
$143K - $154K
|
37.9K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.83K+ 4.32% |
$143K - $153K
|
44.3K
$4.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.79K+ 0.69% |
$139K - $149K
|
260K
$24.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 44.31% |
$135K - $145K
|
5.65K
$531K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.72K+ 64.79% |
$134K - $143K
|
4.36K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.67K+ 0.97% |
$130K - $139K
|
173K
$16.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.66K+ 17.82% |
$129K - $138K
|
10.9K
$1.03M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1.63K+ 1.28% |
$127K - $136K
|
129K
$12.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.53K+ 0.52% |
$119K - $128K
|
295K
$27.8M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
1.51K+ 4.11% |
$117K - $126K
|
38.1K
$3.59M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.45KNew |
$113K - $121K
|
1.45K
$136K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.38K+ 7.69% |
$108K - $116K
|
19.4K
$1.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
1.38K+ 1.2% |
$107K - $115K
|
116K
$10.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.27K+ 0.91% |
$98.9K - $106K
|
141K
$13.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.25K+ 4.9% |
$97.6K - $105K
|
26.8K
$2.52M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 0.85% |
$95.2K - $102K
|
144K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.22K+ 5.97% |
$94.9K - $102K
|
21.6K
$2.03M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.19K+ 1824.62% |
$92.3K - $99.1K
|
1.25K
$118K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
1.17K+ 6.73% |
$90.8K - $97.5K
|
18.5K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.16K+ 1.91% |
$90.2K - $96.8K
|
61.7K
$5.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.14K+ 28.66% |
$88.9K - $95.4K
|
5.13K
$482K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.13K+ 29.49% |
$87.6K - $94K
|
4.94K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.12K+ 13.61% |
$87.2K - $93.6K
|
9.35K
$879K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.09K+ 20.71% |
$84.9K - $91.1K
|
6.35K
$597K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.04K+ 3.06% |
$81.2K - $87.2K
|
35.1K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.03K+ 26.83% |
$80.4K - $86.3K
|
4.88K
$459K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 441.45% |
$80.4K - $86.3K
|
1.27K
$119K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1K+ 3.58% |
$77.9K - $83.7K
|
29K
$2.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
966New |
$75.2K - $80.7K
|
966
$90.8K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
955+ 6.49% |
$74.4K - $79.8K
|
15.7K
$1.47M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
954+ 4.58% |
$74.3K - $79.7K
|
21.8K
$2.05M
|