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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.14K- 2.09% |
$90.8K - $96.1K
|
53.1K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.15K- 9.21% |
$92.2K - $97.7K
|
11.4K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.17K- 5.38% |
$93.7K - $99.3K
|
20.6K
$1.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.18K- 3.69% |
$94.1K - $99.7K
|
30.7K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.18K- 26.39% |
$94.2K - $99.8K
|
3.29K
$308K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.19K- 94.8% |
$94.8K - $100K
|
65
$6.08K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.2K- 11.0% |
$95.6K - $101K
|
9.68K
$905K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.2K- 0.81% |
$95.9K - $102K
|
146K
$13.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.21K- 0.43% |
$96.9K - $103K
|
283K
$26.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.21K- 9.32% |
$96.9K - $103K
|
11.8K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.24K- 26.07% |
$98.9K - $105K
|
3.51K
$328K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.24K- 5.73% |
$99K - $105K
|
20.4K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.26K- 10.17% |
$101K - $106K
|
11.1K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.27K- 9.32% |
$102K - $108K
|
12.4K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.28K- 18.92% |
$102K - $108K
|
5.47K
$511K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 0.94% |
$103K - $109K
|
136K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.32K- 2.62% |
$105K - $112K
|
49.1K
$4.59M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.32K- 32.85% |
$106K - $112K
|
2.7K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.34K- 17.1% |
$107K - $113K
|
6.48K
$606K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.35K- 3.67% |
$108K - $114K
|
35.5K
$3.32M
|
|
|
Mar 28, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.35K- 17.03% |
$108K - $115K
|
6.6K
$617K
|
|
|
Mar 05, 2025
Q2 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-1.35K- 17.03% |
$108K - $115K
|
6.6K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.37K- 2.14% |
$110K - $116K
|
62.9K
$5.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.38K- 3.09% |
$111K - $117K
|
43.4K
$4.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.4K- 83.43% |
$112K - $118K
|
278
$26K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.4K- 8.42% |
$112K - $119K
|
15.2K
$1.43M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.4K- 12.42% |
$112K - $119K
|
9.89K
$925K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.42K- 12.93% |
$113K - $120K
|
9.53K
$891K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 7.02% |
$113K - $120K
|
18.8K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.43K- 23.17% |
$114K - $121K
|
4.73K
$442K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.44K- 23.33% |
$115K - $122K
|
4.73K
$442K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.48K- 13.03% |
$118K - $125K
|
9.89K
$925K
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-1.48K- 6.27% |
$119K - $126K
|
22.2K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.5K- 1.03% |
$120K - $127K
|
144K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.5K- 95.91% |
$120K - $127K
|
64
$5.98K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.51K- 0.28% |
$121K - $128K
|
539K
$50.4M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.52K- 74.33% |
$121K - $128K
|
524
$49K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-1.52K- 29.39% |
$121K - $129K
|
3.65K
$341K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.57K- 6.62% |
$125K - $133K
|
22.1K
$2.07M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.6K- 15.07% |
$128K - $136K
|
9.03K
$844K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.61K- 22.21% |
$128K - $136K
|
5.63K
$526K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.61K- 34.57% |
$129K - $136K
|
3.05K
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.62K- 1.53% |
$129K - $137K
|
104K
$9.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.65K- 3.06% |
$131K - $139K
|
52.1K
$4.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-1.66K- 13.48% |
$133K - $140K
|
10.6K
$995K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.67K- 7.85% |
$133K - $141K
|
19.6K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.69K- 27.09% |
$135K - $143K
|
4.53K
$424K
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-1.69K- 10.68% |
$135K - $143K
|
14.1K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 1.46% |
$137K - $145K
|
116K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.71K- 16.45% |
$137K - $145K
|
8.71K
$814K
|