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 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.09K- 13.78% |
$326K - $346K
|
25.6K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.23K- 23.89% |
$338K - $358K
|
13.5K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.23K- 34.99% |
$338K - $358K
|
7.86K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.25K- 59.77% |
$339K - $359K
|
2.86K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.29K- 8.76% |
$343K - $363K
|
44.7K
$4.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-4.29K- 38.83% |
$343K - $363K
|
6.76K
$632K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 1.68% |
$348K - $368K
|
255K
$23.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-4.39K- 55.78% |
$351K - $372K
|
3.48K
$326K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.45K- 13.1% |
$356K - $377K
|
29.5K
$2.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.54K- 14.33% |
$363K - $384K
|
27.1K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.57K- 9.91% |
$365K - $386K
|
41.5K
$3.88M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 1.93% |
$365K - $387K
|
232K
$21.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.57K- 9.93% |
$365K - $387K
|
41.5K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.64K- 5.73% |
$371K - $393K
|
76.4K
$7.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4.7K- 1.24% |
$376K - $398K
|
374K
$35M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.73K- 15.8% |
$378K - $400K
|
25.2K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.77K- 5.31% |
$381K - $404K
|
85K
$7.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.98K- 25.24% |
$398K - $422K
|
14.8K
$1.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.14K- 10.21% |
$411K - $435K
|
45.2K
$4.23M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.19K- 6.01% |
$415K - $439K
|
81.2K
$7.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.23K- 20.58% |
$418K - $442K
|
20.2K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.26K- 27.36% |
$420K - $445K
|
14K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.33K- 14.36% |
$426K - $451K
|
31.8K
$2.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.36K- 7.49% |
$428K - $454K
|
66.2K
$6.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.39K- 1.37% |
$431K - $456K
|
388K
$36.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.51K- 3.6% |
$441K - $467K
|
147K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-5.6K- 58.63% |
$447K - $474K
|
3.95K
$369K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.66K- 30.61% |
$453K - $479K
|
12.8K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.7K- 25.02% |
$455K - $482K
|
17.1K
$1.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.71K- 23.0% |
$456K - $483K
|
19.1K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.72K- 10.2% |
$457K - $484K
|
50.3K
$4.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-5.93K- 13.4% |
$474K - $501K
|
38.3K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.02K- 7.72% |
$481K - $510K
|
72K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.03K- 14.91% |
$482K - $511K
|
34.4K
$3.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.11K- 8.99% |
$488K - $517K
|
61.9K
$5.79M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.25K- 20.03% |
$499K - $529K
|
24.9K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.27K- 17.01% |
$501K - $530K
|
30.6K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.27K- 32.59% |
$501K - $530K
|
13K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.31K- 46.71% |
$504K - $534K
|
7.2K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-6.37K- 6.52% |
$509K - $539K
|
91.3K
$8.54M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 2.97% |
$528K - $559K
|
216K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-6.82K- 18.98% |
$545K - $577K
|
29.1K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.97K- 0.66% |
$557K - $590K
|
1.04M
$97.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.03K- 11.7% |
$561K - $595K
|
53K
$4.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.06K- 93.34% |
$564K - $598K
|
504
$47.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.16K- 12.96% |
$572K - $606K
|
48K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.19K- 34.77% |
$574K - $608K
|
13.5K
$1.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.33K- 65.61% |
$586K - $621K
|
3.84K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.42K- 17.5% |
$593K - $628K
|
35K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.49K- 17.02% |
$598K - $634K
|
36.5K
$3.41M
|