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 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 0.19% |
$467 - $501
|
3.23K
$303K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-6- 0.81% |
$467 - $501
|
739
$69.5K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8- 0.18% |
$623 - $669
|
4.35K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 4.28% |
$623 - $669
|
179
$16.8K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-11- 0.29% |
$856 - $919
|
3.77K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12- 2.36% |
$934 - $1K
|
497
$46.7K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$934 - $1K
|
113K
$10.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14- 63.64% |
$1.09K - $1.17K
|
8
$752
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-15- 28.3% |
$1.17K - $1.25K
|
38
$3.57K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-16- 0.1% |
$1.25K - $1.34K
|
16.6K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-18- 5.42% |
$1.4K - $1.5K
|
314
$29.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-19- 0.04% |
$1.48K - $1.59K
|
51.9K
$4.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19- 0.26% |
$1.48K - $1.59K
|
7.2K
$677K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.84% |
$1.56K - $1.67K
|
2.38K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20- 0.25% |
$1.56K - $1.67K
|
8.01K
$753K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-22- 0.22% |
$1.71K - $1.84K
|
10K
$943K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-24- 72.73% |
$1.87K - $2.01K
|
9
$846
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-24- 0.16% |
$1.87K - $2.01K
|
15.3K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-25- 0.1% |
$1.95K - $2.09K
|
25.4K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-25- 0.32% |
$1.95K - $2.09K
|
7.71K
$725K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-26- 1.91% |
$2.02K - $2.17K
|
1.34K
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-27- 0.29% |
$2.1K - $2.26K
|
9.19K
$863K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-28- 0.07% |
$2.18K - $2.34K
|
42.1K
$3.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-29- 0.2% |
$2.26K - $2.42K
|
14.5K
$1.36M
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-30- 0.31% |
$2.34K - $2.51K
|
9.69K
$911K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-32- 0.85% |
$2.49K - $2.67K
|
3.74K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-33- 0.27% |
$2.57K - $2.76K
|
12.1K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35- 0.68% |
$2.73K - $2.93K
|
5.12K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-35- 0.33% |
$2.73K - $2.93K
|
10.5K
$985K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-38- 0.31% |
$2.96K - $3.18K
|
12.4K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-39- 97.5% |
$3.04K - $3.26K
|
1
$94
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-40- 0.18% |
$3.11K - $3.34K
|
21.8K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-41- 0.41% |
$3.19K - $3.43K
|
10K
$943K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-41- 0.02% |
$3.19K - $3.43K
|
190K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-42- 33.6% |
$3.27K - $3.51K
|
83
$7.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-42- 0.27% |
$3.27K - $3.51K
|
15.6K
$1.47M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-42Closed |
$3.27K - $3.51K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
SELL
|
- |
-43- 0.27% |
$3.35K - $3.59K
|
16K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-44- 0.12% |
$3.43K - $3.68K
|
35.8K
$3.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 6.54% |
$3.43K - $3.68K
|
629
$59.1K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-46- 0.29% |
$3.58K - $3.84K
|
15.8K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-49- 0.23% |
$3.82K - $4.1K
|
20.9K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-50- 3.01% |
$3.89K - $4.18K
|
1.61K
$151K
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-50- 1.27% |
$3.89K - $4.18K
|
3.9K
$367K
|
|
|
May 15, 2024
Q1 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-51- 0.05% |
$3.97K - $4.26K
|
107K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-52- 1.03% |
$4.05K - $4.35K
|
5K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-52- 1.51% |
$4.05K - $4.35K
|
3.39K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-53- 1.16% |
$4.13K - $4.43K
|
4.53K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-54- 1.83% |
$4.2K - $4.51K
|
2.9K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-55- 0.31% |
$4.28K - $4.6K
|
17.7K
$1.66M
|