Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.02M+ 119.81% |
$85.8M - $94.1M
|
1.88M
$176M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
762K+ 17138.86% |
$63.8M - $70M
|
767K
$71.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
570K+ 2.68% |
$47.7M - $52.3M
|
21.8M
$2.05B
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
548K+ 506.89% |
$45.9M - $50.3M
|
656K
$61.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
352K+ 35.39% |
$29.5M - $32.3M
|
1.35M
$126M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
346K+ 6.91% |
$29M - $31.8M
|
5.36M
$503M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
335KNew |
$28.1M - $30.8M
|
335K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
300KNew |
$25.1M - $27.5M
|
300K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
286K+ 1.79% |
$24M - $26.3M
|
16.3M
$1.53B
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
240K+ 18.78% |
$20.1M - $22M
|
1.52M
$143M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
218KNew |
$18.3M - $20M
|
218K
$20.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
218KNew |
$18.3M - $20M
|
218K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
174K+ 343.13% |
$14.6M - $16M
|
225K
$21.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
170KNew |
$14.2M - $15.6M
|
170K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
169K+ 1719.47% |
$14.2M - $15.6M
|
179K
$16.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
169K+ 837.91% |
$14.2M - $15.5M
|
189K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167K+ 2578.47% |
$14M - $15.3M
|
174K
$16.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
142KNew |
$11.9M - $13.1M
|
142K
$13.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
134KNew |
$11.2M - $12.3M
|
134K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
131KNew |
$11M - $12M
|
131K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
127K+ 32.16% |
$10.6M - $11.7M
|
522K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
127KNew |
$10.6M - $11.6M
|
127K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 132.28% |
$10.4M - $11.4M
|
218K
$20.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
120KNew |
$10M - $11M
|
120K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
104KNew |
$8.75M - $9.59M
|
104K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
103KNew |
$8.62M - $9.45M
|
103K
$9.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
101K+ 30.84% |
$8.49M - $9.31M
|
430K
$40.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
91.9K+ 0.94% |
$7.7M - $8.44M
|
9.91M
$929M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
88.5KNew |
$7.41M - $8.13M
|
88.5K
$8.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
79K+ 7.66% |
$6.62M - $7.25M
|
1.11M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75.8K+ 14.05% |
$6.35M - $6.96M
|
615K
$57.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
73.5K+ 173.87% |
$6.15M - $6.74M
|
116K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
70.6K+ 10.73% |
$5.91M - $6.48M
|
729K
$68.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
68K+ 6.51% |
$5.69M - $6.24M
|
1.11M
$104M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
61.5K+ 1074.28% |
$5.15M - $5.65M
|
67.2K
$6.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
56.2K+ 21.77% |
$4.71M - $5.16M
|
314K
$29.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
56K+ 104.28% |
$4.69M - $5.14M
|
110K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
52.1K+ 93.81% |
$4.36M - $4.78M
|
108K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
48.8K+ 1318.52% |
$4.09M - $4.48M
|
52.5K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
47.2KNew |
$3.95M - $4.33M
|
47.2K
$4.43M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
45.8K+ 143.31% |
$3.83M - $4.2M
|
77.7K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.8K+ 7.42% |
$3.67M - $4.03M
|
635K
$59.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.5K+ 194.49% |
$3.64M - $3.99M
|
65.9K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.3K+ 63.86% |
$3.62M - $3.97M
|
111K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
42.6K+ 489.15% |
$3.57M - $3.91M
|
51.3K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41KNew |
$3.43M - $3.76M
|
41K
$3.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.9K+ 81.32% |
$3.43M - $3.76M
|
91.2K
$8.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
40.3KNew |
$3.38M - $3.7M
|
40.3K
$3.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
38.6K+ 37.01% |
$3.23M - $3.54M
|
143K
$13.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
36KNew |
$3.02M - $3.31M
|
36K
$3.38M
|