Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.71M+ 162.13% |
$297M - $314M
|
6M
$563M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.63M+ 39.93% |
$130M - $138M
|
5.7M
$535M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
830K+ 21.03% |
$66.3M - $70.3M
|
4.78M
$448M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
395KNew |
$31.6M - $33.4M
|
395K
$37M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
331K+ 75.57% |
$26.5M - $28M
|
769K
$72.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
326K+ 5487.52% |
$26M - $27.6M
|
332K
$31.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
305K+ 3.2% |
$24.4M - $25.8M
|
9.81M
$921M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
246K+ 19.8% |
$19.6M - $20.8M
|
1.49M
$139M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
213K+ 572.43% |
$17M - $18M
|
250K
$23.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
197K+ 867.77% |
$15.8M - $16.7M
|
220K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
182K+ 5.24% |
$14.5M - $15.4M
|
3.66M
$343M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
182K+ 5.24% |
$14.5M - $15.4M
|
3.66M
$343M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
167KNew |
$13.3M - $14.1M
|
167K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
147K+ 0.92% |
$11.7M - $12.4M
|
16.1M
$1.51B
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
138KNew |
$11M - $11.7M
|
138K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
102K+ 316.42% |
$8.17M - $8.65M
|
134K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98.1KNew |
$7.84M - $8.3M
|
98.1K
$9.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
91.4K+ 162.38% |
$7.31M - $7.74M
|
148K
$13.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87K+ 21.12% |
$6.95M - $7.36M
|
499K
$46.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.4K+ 545.09% |
$6.35M - $6.72M
|
94K
$8.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
77.1K+ 34.98% |
$6.16M - $6.53M
|
298K
$27.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62.7K+ 25.9% |
$5.01M - $5.31M
|
305K
$28.6M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
55.1KNew |
$4.4M - $4.66M
|
55.1K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
53.7KNew |
$4.29M - $4.54M
|
53.7K
$5.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
50.7KNew |
$4.06M - $4.29M
|
50.7K
$4.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
48.2K+ 3.52% |
$3.85M - $4.08M
|
1.42M
$133M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
46.3K+ 32.1% |
$3.7M - $3.92M
|
191K
$17.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
45.2K+ 4.81% |
$3.62M - $3.83M
|
985K
$92.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44.1K+ 111.0% |
$3.52M - $3.73M
|
83.8K
$7.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.1K+ 8.44% |
$3.45M - $3.65M
|
554K
$52M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
41.8KNew |
$3.34M - $3.54M
|
41.8K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
38.1KNew |
$3.05M - $3.23M
|
38.1K
$3.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
37.8K+ 3.8% |
$3.02M - $3.2M
|
1.03M
$96.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
37.3K+ 100.28% |
$2.98M - $3.16M
|
74.5K
$6.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
36.6KNew |
$2.92M - $3.09M
|
36.6K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
35.5K+ 95.86% |
$2.84M - $3.01M
|
72.6K
$6.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
35.5KNew |
$2.84M - $3M
|
35.5K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
34.6KNew |
$2.77M - $2.93M
|
34.6K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
33.1KNew |
$2.65M - $2.8M
|
33.1K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.6K+ 56.77% |
$2.6M - $2.76M
|
89.9K
$8.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.6K+ 1.0% |
$2.53M - $2.68M
|
3.2M
$300M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
31K+ 96.61% |
$2.48M - $2.62M
|
63.1K
$5.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
29.7K+ 10.38% |
$2.38M - $2.52M
|
316K
$29.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
25.9KNew |
$2.07M - $2.19M
|
25.9K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
25.4KNew |
$2.03M - $2.15M
|
25.4K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25K+ 179.29% |
$2M - $2.11M
|
38.9K
$3.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.3K+ 396.01% |
$1.94M - $2.06M
|
30.4K
$2.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
24.3K+ 4.66% |
$1.94M - $2.06M
|
546K
$51.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.3KNew |
$1.94M - $2.05M
|
24.3K
$2.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
23.2K+ 208.84% |
$1.86M - $1.97M
|
34.3K
$3.22M
|