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 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-57- 1.48% |
$4.44K - $4.76K
|
3.8K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-59- 8.04% |
$4.59K - $4.93K
|
675
$63.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-62- 1.17% |
$4.83K - $5.18K
|
5.23K
$491K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 21.88% |
$4.91K - $5.27K
|
225
$21.2K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-65- 1.55% |
$5.06K - $5.43K
|
4.13K
$388K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-65- 2.49% |
$5.06K - $5.43K
|
2.54K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
SELL
|
- |
-66- 1.78% |
$5.14K - $5.52K
|
3.65K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-68- 48.23% |
$5.29K - $5.68K
|
73
$6.86K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-69- 5.01% |
$5.37K - $5.77K
|
1.31K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-72- 1.12% |
$5.61K - $6.02K
|
6.36K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-74- 0.86% |
$5.76K - $6.18K
|
8.52K
$801K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-75- 1.53% |
$5.84K - $6.27K
|
4.84K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-77- 1.37% |
$6K - $6.44K
|
5.55K
$522K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-78- 2.45% |
$6.07K - $6.52K
|
3.1K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-78- 2.34% |
$6.07K - $6.52K
|
3.26K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-83- 1.14% |
$6.46K - $6.94K
|
7.21K
$678K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-83- 23.45% |
$6.46K - $6.94K
|
271
$25.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-88- 20.61% |
$6.85K - $7.36K
|
339
$31.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-89- 1.49% |
$6.93K - $7.44K
|
5.87K
$552K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-91- 0.31% |
$7.09K - $7.61K
|
29.5K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-94- 1.41% |
$7.32K - $7.86K
|
6.58K
$619K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-94- 23.86% |
$7.32K - $7.86K
|
300
$28.2K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-100- 3.33% |
$7.79K - $8.36K
|
2.91K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 1.41% |
$7.79K - $8.36K
|
7K
$658K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-106- 1.56% |
$8.25K - $8.86K
|
6.67K
$627K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-109- 3.49% |
$8.49K - $9.11K
|
3.01K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 0.11% |
$8.49K - $9.11K
|
102K
$9.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-109- 1.47% |
$8.49K - $9.11K
|
7.29K
$685K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-114- 0.58% |
$8.88K - $9.53K
|
19.5K
$1.83M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-116- 1.13% |
$9.03K - $9.7K
|
10.2K
$958K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-117- 18.11% |
$9.11K - $9.78K
|
529
$49.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-120- 3.53% |
$9.34K - $10K
|
3.28K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-120- 2.97% |
$9.34K - $10K
|
3.92K
$368K
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-120- 1.94% |
$9.34K - $10K
|
6.08K
$572K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-123- 3.82% |
$9.58K - $10.3K
|
3.1K
$291K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-124- 6.15% |
$9.65K - $10.4K
|
1.89K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-125- 2.29% |
$9.73K - $10.4K
|
5.33K
$501K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-125- 1.27% |
$9.73K - $10.4K
|
9.72K
$914K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-126- 0.57% |
$9.81K - $10.5K
|
21.9K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-130- 1.62% |
$10.1K - $10.9K
|
7.88K
$741K
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-130- 1.84% |
$10.1K - $10.9K
|
6.95K
$654K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-133- 1.24% |
$10.4K - $11.1K
|
10.6K
$998K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-140- 15.5% |
$10.9K - $11.7K
|
763
$71.7K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-146- 1.0% |
$11.4K - $12.2K
|
14.5K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-150- 2.55% |
$11.7K - $12.5K
|
5.74K
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-152- 8.03% |
$11.8K - $12.7K
|
1.74K
$164K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-155- 2.46% |
$12.1K - $13K
|
6.15K
$578K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-158- 1.0% |
$12.3K - $13.2K
|
15.7K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-162- 2.08% |
$12.6K - $13.5K
|
7.63K
$717K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-165- 1.63% |
$12.8K - $13.8K
|
9.96K
$936K
|