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 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
50+ 0.46% |
$3.89K - $4.18K
|
11K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
49+ 0.96% |
$3.82K - $4.1K
|
5.14K
$484K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
44+ 2.69% |
$3.43K - $3.68K
|
1.68K
$158K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
41+ 0.38% |
$3.19K - $3.43K
|
10.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
40+ 0.37% |
$3.11K - $3.34K
|
10.9K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
37+ 0.65% |
$2.88K - $3.09K
|
5.7K
$536K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
36+ 1.01% |
$2.8K - $3.01K
|
3.59K
$337K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
33+ 0.44% |
$2.57K - $2.76K
|
7.5K
$705K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
32+ 0.28% |
$2.49K - $2.67K
|
11.5K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
32+ 0.03% |
$2.49K - $2.67K
|
92.8K
$8.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
32+ 0.41% |
$2.49K - $2.67K
|
7.8K
$733K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
26+ 0.44% |
$2.02K - $2.17K
|
5.95K
$560K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
26+ 0.02% |
$2.02K - $2.17K
|
109K
$10.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
22+ 0.16% |
$1.71K - $1.84K
|
14.2K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.37% |
$1.64K - $1.76K
|
5.67K
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
21+ 0.06% |
$1.64K - $1.76K
|
33.8K
$3.18M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18+ 0.02% |
$1.4K - $1.5K
|
93.4K
$8.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
18+ 0.3% |
$1.4K - $1.5K
|
6.05K
$569K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 11.61% |
$1.01K - $1.09K
|
125
$11.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13+ 1.0% |
$1.01K - $1.09K
|
1.31K
$123K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$934 - $1K
|
6.64K
$624K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.45% |
$934 - $1K
|
2.69K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11+ 0.14% |
$856 - $919
|
8.06K
$758K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
9+ 0.21% |
$701 - $752
|
4.24K
$399K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
8+ 0.19% |
$623 - $669
|
4.25K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8+ 0.31% |
$623 - $669
|
2.6K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8+ 0.27% |
$623 - $669
|
2.96K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
7+ 0.02% |
$545 - $585
|
35.9K
$3.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.02% |
$545 - $585
|
43K
$4.04M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7+ 0.26% |
$545 - $585
|
2.69K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5+ 0.11% |
$389 - $418
|
4.72K
$444K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 0.46% |
$389 - $418
|
1.08K
$102K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5+ 0.13% |
$389 - $418
|
3.99K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.25% |
$389 - $418
|
2.01K
$189K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.06% |
$389 - $418
|
8.39K
$788K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.13% |
$311 - $334
|
3.06K
$288K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.27% |
$311 - $334
|
1.49K
$140K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.05% |
$311 - $334
|
7.49K
$704K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$234 - $251
|
28.9K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$234 - $251
|
14.9K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.42% |
$156 - $167
|
478
$44.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$77.9 - $83.6
|
300
$28.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$77.9 - $83.6
|
1.65K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$77.9 - $83.6
|
9.47K
$890K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1+ 0.0% |
$77.9 - $83.6
|
85K
$7.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.93% |
$77.9 - $83.6
|
109
$10.2K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.02% |
$77.9 - $83.6
|
5.2K
$488K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1- 0.29% |
$77.9 - $83.6
|
339
$31.9K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.38% |
$77.9 - $83.6
|
259
$24.3K
|