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
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
274+ 2.9% |
$21.3K - $22.9K
|
9.73K
$915K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
270+ 50.19% |
$21K - $22.6K
|
808
$76K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
257+ 0.37% |
$20K - $21.5K
|
70.5K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
245+ 3.39% |
$19.1K - $20.5K
|
7.48K
$703K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
237+ 5.24% |
$18.5K - $19.8K
|
4.76K
$448K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$17.4K - $18.6K
|
223
$21K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
216New |
$16.8K - $18.1K
|
216
$20.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
197+ 3.93% |
$15.3K - $16.5K
|
5.21K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
185New |
$14.4K - $15.5K
|
185
$17.4K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
165+ 34.23% |
$12.8K - $13.8K
|
647
$60.8K
|
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
BUY
|
- |
155+ 0.26% |
$12.1K - $13K
|
60.4K
$5.68M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
144+ 0.16% |
$11.2K - $12K
|
88.5K
$8.32M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
140+ 1.46% |
$10.9K - $11.7K
|
9.74K
$916K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
135+ 1.26% |
$10.5K - $11.3K
|
10.9K
$1.02M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
133New |
$10.4K - $11.1K
|
133
$12.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
132+ 0.33% |
$10.3K - $11K
|
40.1K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132+ 0.19% |
$10.3K - $11K
|
69.1K
$6.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
127+ 2.0% |
$9.89K - $10.6K
|
6.46K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
124+ 4.47% |
$9.65K - $10.4K
|
2.9K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
122+ 0.27% |
$9.5K - $10.2K
|
46K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
120+ 3.47% |
$9.34K - $10K
|
3.58K
$336K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
114New |
$8.88K - $9.53K
|
114
$10.7K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
112+ 2.32% |
$8.72K - $9.36K
|
4.95K
$465K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
108+ 5.1% |
$8.41K - $9.03K
|
2.22K
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
106+ 2.65% |
$8.25K - $8.86K
|
4.11K
$386K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
105+ 65.63% |
$8.18K - $8.78K
|
265
$24.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
101+ 2.39% |
$7.86K - $8.44K
|
4.32K
$406K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
98+ 0.59% |
$7.63K - $8.19K
|
16.8K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
96+ 3.08% |
$7.47K - $8.02K
|
3.21K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
93+ 0.88% |
$7.24K - $7.77K
|
10.6K
$999K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
87+ 0.63% |
$6.77K - $7.27K
|
13.9K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
86+ 3.32% |
$6.7K - $7.19K
|
2.67K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
86+ 0.07% |
$6.7K - $7.19K
|
117K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
83+ 176.6% |
$6.46K - $6.94K
|
130
$12.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
75+ 0.31% |
$5.84K - $6.27K
|
24.1K
$2.27M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
71New |
$5.53K - $5.93K
|
71
$6.67K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
71+ 0.39% |
$5.53K - $5.93K
|
18.5K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
68+ 1.31% |
$5.29K - $5.68K
|
5.25K
$493K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66+ 1.71% |
$5.14K - $5.52K
|
3.93K
$369K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
65+ 17.81% |
$5.06K - $5.43K
|
430
$40.4K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
65+ 1.82% |
$5.06K - $5.43K
|
3.64K
$342K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61+ 0.32% |
$4.75K - $5.1K
|
19.1K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.74% |
$4.67K - $5.01K
|
3.51K
$330K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
60New |
$4.67K - $5.01K
|
60
$5.64K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
57+ 0.35% |
$4.44K - $4.76K
|
16.2K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
55+ 0.86% |
$4.28K - $4.6K
|
6.46K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
54+ 0.36% |
$4.2K - $4.51K
|
15.2K
$1.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
54+ 0.47% |
$4.2K - $4.51K
|
11.6K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
54New |
$4.2K - $4.51K
|
54
$5.08K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50+ 5.22% |
$3.89K - $4.18K
|
1.01K
$94.7K
|