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 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
914+ 23.16% |
$71.2K - $76.4K
|
4.86K
$457K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
904+ 1.32% |
$70.4K - $75.6K
|
69.2K
$6.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
838+ 1.09% |
$65.2K - $70K
|
78K
$7.34M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
820+ 3.83% |
$63.8K - $68.5K
|
22.2K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
813+ 28.13% |
$63.3K - $68K
|
3.7K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
797New |
$62.1K - $66.6K
|
797
$74.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
780+ 14.32% |
$60.7K - $65.2K
|
6.23K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
766+ 5.65% |
$59.6K - $64K
|
14.3K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
763+ 10.28% |
$59.4K - $63.8K
|
8.18K
$769K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
750+ 217.39% |
$58.4K - $62.7K
|
1.1K
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
741+ 5.46% |
$57.7K - $61.9K
|
14.3K
$1.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
727+ 20.14% |
$56.6K - $60.8K
|
4.34K
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
712+ 2.52% |
$55.4K - $59.5K
|
29K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
673+ 0.72% |
$52.4K - $56.2K
|
93.7K
$8.81M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
656+ 0.56% |
$51.1K - $54.8K
|
119K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
641+ 377.06% |
$49.9K - $53.6K
|
811
$76.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
640New |
$49.8K - $53.5K
|
640
$60.2K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
631+ 4.35% |
$49.1K - $52.7K
|
15.1K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
614New |
$47.8K - $51.3K
|
614
$57.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
600+ 0.11% |
$46.7K - $50.1K
|
549K
$51.6M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
574+ 0.57% |
$44.7K - $48K
|
100K
$9.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
564+ 3.53% |
$43.9K - $47.1K
|
16.5K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
563+ 0.59% |
$43.8K - $47.1K
|
96K
$9.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
559+ 13.16% |
$43.5K - $46.7K
|
4.81K
$452K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
558+ 1.18% |
$43.4K - $46.6K
|
48K
$4.51M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
557New |
$43.4K - $46.6K
|
557
$52.4K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
545+ 0.36% |
$42.4K - $45.6K
|
153K
$14.4M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
542+ 20.73% |
$42.2K - $45.3K
|
3.16K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
524+ 9.21% |
$40.8K - $43.8K
|
6.21K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
521+ 31.33% |
$40.6K - $43.5K
|
2.18K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
510+ 7.98% |
$39.7K - $42.6K
|
6.9K
$649K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
491New |
$38.2K - $41K
|
491
$46.2K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
467+ 4.85% |
$36.4K - $39K
|
10.1K
$949K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
456+ 30.46% |
$35.5K - $38.1K
|
1.95K
$184K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
BUY
|
- |
419+ 14.52% |
$32.6K - $35K
|
3.3K
$311K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
410+ 2.62% |
$31.9K - $34.3K
|
16.1K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
387New |
$30.1K - $32.3K
|
387
$36.4K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
376+ 6.32% |
$29.3K - $31.4K
|
6.32K
$594K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
368+ 4.01% |
$28.7K - $30.8K
|
9.55K
$897K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
363+ 1.09% |
$28.3K - $30.3K
|
33.6K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
358New |
$27.9K - $29.9K
|
358
$33.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
355+ 0.99% |
$27.6K - $29.7K
|
36.3K
$3.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
346+ 9.82% |
$26.9K - $28.9K
|
3.87K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
344+ 0.93% |
$26.8K - $28.8K
|
37.2K
$3.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
325+ 5.5% |
$25.3K - $27.2K
|
6.24K
$586K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
313+ 5.4% |
$24.4K - $26.2K
|
6.11K
$574K
|
|
|
Apr 30, 2024
Q1 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
309+ 0.6% |
$24.1K - $25.8K
|
52.2K
$4.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
299+ 23.6% |
$23.3K - $25K
|
1.57K
$147K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
283+ 0.33% |
$22K - $23.7K
|
87.3K
$8.21M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
280+ 2.64% |
$21.8K - $23.4K
|
10.9K
$1.02M
|