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 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
47+ 0.34% |
$3.76K - $3.98K
|
14K
$1.31M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 14.67% |
$3.52K - $3.72K
|
344
$32.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
42+ 1.15% |
$3.36K - $3.55K
|
3.7K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
42+ 0.68% |
$3.36K - $3.55K
|
6.25K
$588K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
38+ 88.37% |
$3.04K - $3.22K
|
81
$7.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
37+ 0.23% |
$2.96K - $3.13K
|
16K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
36+ 0.86% |
$2.88K - $3.05K
|
4.23K
$398K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 0.59% |
$2.72K - $2.88K
|
5.77K
$542K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
33New |
$2.64K - $2.79K
|
33
$3.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33New |
$2.64K - $2.79K
|
33
$3.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 2.37% |
$2.48K - $2.62K
|
1.34K
$126K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
30+ 0.08% |
$2.4K - $2.54K
|
36.6K
$3.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28+ 0.29% |
$2.24K - $2.37K
|
9.82K
$923K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
28+ 0.97% |
$2.24K - $2.37K
|
2.92K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
27+ 0.35% |
$2.16K - $2.29K
|
7.66K
$720K
|
|
|
Sep 23, 2024
Q2 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
27+ 0.36% |
$2.16K - $2.29K
|
7.53K
$708K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
26+ 0.18% |
$2.08K - $2.2K
|
14.3K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
25+ 0.28% |
$2K - $2.12K
|
9.02K
$848K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23+ 0.23% |
$1.84K - $1.95K
|
10.1K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
23+ 0.36% |
$1.84K - $1.95K
|
6.37K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
21+ 0.11% |
$1.68K - $1.78K
|
19.1K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20+ 0.02% |
$1.6K - $1.69K
|
88.5K
$8.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.57% |
$1.6K - $1.69K
|
3.53K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20+ 0.26% |
$1.6K - $1.69K
|
7.66K
$720K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
19+ 0.13% |
$1.52K - $1.61K
|
14.2K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
17+ 0.32% |
$1.36K - $1.44K
|
5.3K
$498K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.33% |
$1.28K - $1.35K
|
4.82K
$453K
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
15+ 0.25% |
$1.2K - $1.27K
|
6.07K
$570K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
14+ 0.36% |
$1.12K - $1.18K
|
3.92K
$368K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
13+ 0.21% |
$1.04K - $1.1K
|
6.2K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
11+ 0.09% |
$879 - $931
|
12.6K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11+ 0.28% |
$879 - $931
|
3.9K
$366K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
BUY
|
- |
10+ 0.31% |
$799 - $846
|
3.27K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10+ 0.27% |
$799 - $846
|
3.71K
$349K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 0.12% |
$799 - $846
|
8.07K
$759K
|
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$799 - $846
|
6.65K
$625K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9+ 0.36% |
$719 - $762
|
2.53K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9+ 0.2% |
$719 - $762
|
4.51K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
9+ 0.37% |
$719 - $762
|
2.42K
$228K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
9+ 0.33% |
$719 - $762
|
2.7K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8New |
$639 - $677
|
8
$752
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8+ 0.11% |
$639 - $677
|
7.5K
$705K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.05% |
$480 - $508
|
13.3K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.02% |
$480 - $508
|
35.9K
$3.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
6New |
$480 - $508
|
6
$564
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
6+ 0.12% |
$480 - $508
|
4.95K
$465K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
6+ 0.37% |
$480 - $508
|
1.62K
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.15% |
$400 - $423
|
3.31K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5+ 0.13% |
$400 - $423
|
4K
$376K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.19% |
$400 - $423
|
2.69K
$253K
|