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 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.93% |
$77.9 - $83.6
|
109
$10.2K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.33% |
$77.9 - $83.6
|
300
$28.1K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.06% |
$77.9 - $83.6
|
1.65K
$154K
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1+ 0.0% |
$77.9 - $83.6
|
85K
$7.94M
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$77.9 - $83.6
|
9.47K
$886K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1- 0.29% |
$77.9 - $83.6
|
339
$31.7K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1- 0.02% |
$77.9 - $83.6
|
5.2K
$486K
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.38% |
$77.9 - $83.6
|
259
$24.2K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-6- 0.81% |
$467 - $501
|
739
$69.1K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6- 0.19% |
$467 - $501
|
3.23K
$302K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-8- 4.28% |
$623 - $669
|
179
$16.7K
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-8- 0.18% |
$623 - $669
|
4.35K
$406K
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-11- 0.29% |
$856 - $919
|
3.77K
$352K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12- 0.01% |
$934 - $1K
|
113K
$10.6M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12- 2.36% |
$934 - $1K
|
497
$46.5K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-14- 63.64% |
$1.09K - $1.17K
|
8
$748
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-15- 28.3% |
$1.17K - $1.25K
|
38
$3.55K
|
|
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
$29.4K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-19- 0.26% |
$1.48K - $1.59K
|
7.2K
$673K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-19- 0.04% |
$1.48K - $1.59K
|
51.9K
$4.86M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-20- 0.25% |
$1.56K - $1.67K
|
8.01K
$749K
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-20- 0.84% |
$1.56K - $1.67K
|
2.38K
$222K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-22- 0.22% |
$1.71K - $1.84K
|
10K
$938K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-24- 72.73% |
$1.87K - $2.01K
|
9
$842
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-24- 0.16% |
$1.87K - $2.01K
|
15.3K
$1.43M
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-25- 0.32% |
$1.95K - $2.09K
|
7.71K
$721K
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-25- 0.1% |
$1.95K - $2.09K
|
25.4K
$2.38M
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-26- 1.91% |
$2.02K - $2.17K
|
1.34K
$125K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-27- 0.29% |
$2.1K - $2.26K
|
9.19K
$859K
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-28- 0.07% |
$2.18K - $2.34K
|
42.1K
$3.93M
|
|
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
$906K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-32- 0.85% |
$2.49K - $2.67K
|
3.74K
$350K
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-33- 0.27% |
$2.57K - $2.76K
|
12.1K
$1.13M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-35- 0.68% |
$2.73K - $2.93K
|
5.12K
$479K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-35- 0.33% |
$2.73K - $2.93K
|
10.5K
$980K
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-38- 0.31% |
$2.96K - $3.18K
|
12.4K
$1.15M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-39- 97.5% |
$3.04K - $3.26K
|
1
$93.5
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-40- 0.18% |
$3.11K - $3.34K
|
21.8K
$2.04M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-41- 0.41% |
$3.19K - $3.43K
|
10K
$938K
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-41- 0.02% |
$3.19K - $3.43K
|
190K
$17.7M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-42- 0.27% |
$3.27K - $3.51K
|
15.6K
$1.46M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-42- 33.6% |
$3.27K - $3.51K
|
83
$7.76K
|
|
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
$3.34M
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-44- 6.54% |
$3.43K - $3.68K
|
629
$58.8K
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-46- 0.29% |
$3.58K - $3.84K
|
15.8K
$1.48M
|