Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
43+ 0.0% |
$3.11K - $3.27K
|
1.08M
$102M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
43New |
$3.11K - $3.27K
|
43
$4.04K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
43+ 0.39% |
$3.11K - $3.27K
|
11K
$1.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42+ 0.28% |
$3.04K - $3.19K
|
15K
$1.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
42+ 0.55% |
$3.04K - $3.19K
|
7.71K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
41+ 0.42% |
$2.97K - $3.12K
|
9.7K
$912K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
40+ 108.11% |
$2.9K - $3.04K
|
77
$7.24K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
39+ 1.38% |
$2.82K - $2.97K
|
2.87K
$270K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
36+ 0.4% |
$2.61K - $2.74K
|
9.11K
$856K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
34+ 0.59% |
$2.46K - $2.59K
|
5.75K
$541K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
34+ 0.03% |
$2.46K - $2.59K
|
105K
$9.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
32+ 0.64% |
$2.32K - $2.43K
|
5.03K
$473K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
31+ 0.29% |
$2.24K - $2.36K
|
10.7K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
30+ 0.15% |
$2.17K - $2.28K
|
20.7K
$1.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
23+ 0.19% |
$1.66K - $1.75K
|
11.8K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$1.66K - $1.75K
|
5.46K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
21+ 0.35% |
$1.52K - $1.6K
|
6.01K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
19+ 0.11% |
$1.38K - $1.45K
|
16.6K
$1.56M
|
|
|
Nov 29, 2023
Q3 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
19+ 0.61% |
$1.38K - $1.45K
|
3.11K
$293K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16+ 0.25% |
$1.16K - $1.22K
|
6.37K
$599K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.75% |
$1.09K - $1.14K
|
2.01K
$188K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
15+ 39.47% |
$1.09K - $1.14K
|
53
$4.98K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
10New |
$724 - $761
|
10
$940
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 2.01% |
$651 - $685
|
456
$42.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
8+ 0.04% |
$579 - $608
|
18.6K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$507 - $532
|
7
$658
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
7+ 0.16% |
$507 - $532
|
4.46K
$419K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$507 - $532
|
7
$658
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7New |
$507 - $532
|
7
$658
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4New |
$290 - $304
|
4
$376
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1+ 0.01% |
$72.4 - $76.1
|
7.69K
$722K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.28% |
$72.4 - $76.1
|
355
$33.4K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 0.05% |
$72.4 - $76.1
|
1.88K
$177K
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.05% |
$362 - $380
|
10.9K
$1.02M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-6- 0.18% |
$434 - $456
|
3.25K
$305K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9- 8.18% |
$651 - $685
|
101
$9.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-11- 0.32% |
$796 - $837
|
3.46K
$325K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-14- 0.36% |
$1.01K - $1.06K
|
3.84K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15- 0.41% |
$1.09K - $1.14K
|
3.62K
$340K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-17- 1.19% |
$1.23K - $1.29K
|
1.41K
$132K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-17- 1.76% |
$1.23K - $1.29K
|
949
$89.2K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-25- 0.07% |
$1.81K - $1.9K
|
36.7K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-25- 0.68% |
$1.81K - $1.9K
|
3.63K
$341K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-25- 0.22% |
$1.81K - $1.9K
|
11.5K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-26- 0.14% |
$1.88K - $1.98K
|
19.2K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 3.75% |
$2.1K - $2.21K
|
744
$69.9K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-30- 0.34% |
$2.17K - $2.28K
|
8.73K
$821K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-31- 0.21% |
$2.24K - $2.36K
|
15.1K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-33- 0.36% |
$2.39K - $2.51K
|
9.02K
$848K
|