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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q3 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-650- 4.78% |
$54.4K - $59.7K
|
13K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-655- 44.71% |
$54.9K - $60.1K
|
810
$75.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-659- 5.45% |
$55.2K - $60.5K
|
11.4K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-662- 3.55% |
$55.4K - $60.8K
|
18K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-665- 14.36% |
$55.7K - $61.1K
|
3.97K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-680- 2.62% |
$57K - $62.4K
|
25.3K
$2.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-691- 20.67% |
$57.9K - $63.4K
|
2.65K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-700- 2.68% |
$58.6K - $64.3K
|
25.4K
$2.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-701- 5.02% |
$58.7K - $64.4K
|
13.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-729- 1.16% |
$61.1K - $66.9K
|
62.1K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-731- 0.58% |
$61.2K - $67.1K
|
126K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-753- 6.81% |
$63.1K - $69.1K
|
10.3K
$963K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-756- 39.07% |
$63.3K - $69.4K
|
1.18K
$110K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-757- 1.01% |
$63.4K - $69.5K
|
74.4K
$6.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-757- 12.89% |
$63.4K - $69.5K
|
5.12K
$479K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-769- 1.0% |
$64.4K - $70.6K
|
76K
$7.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-772- 1.09% |
$64.7K - $70.9K
|
69.9K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-800- 1.93% |
$67K - $73.5K
|
40.7K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-820- 15.67% |
$68.7K - $75.3K
|
4.41K
$413K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-838- 0.95% |
$70.2K - $76.9K
|
87.7K
$8.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-851- 18.4% |
$71.3K - $78.1K
|
3.77K
$353K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-882- 20.36% |
$73.9K - $81K
|
3.45K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-882- 4.92% |
$73.9K - $81K
|
17.1K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-905- 10.19% |
$75.8K - $83.1K
|
7.98K
$746K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-911- 2.64% |
$76.3K - $83.6K
|
33.7K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-924- 16.57% |
$77.4K - $84.8K
|
4.65K
$435K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-943- 63.2% |
$79K - $86.6K
|
549
$51.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-945- 2.29% |
$79.2K - $86.8K
|
40.3K
$3.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-973- 27.97% |
$81.5K - $89.3K
|
2.51K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-977- 3.94% |
$81.8K - $89.7K
|
23.8K
$2.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-978- 13.43% |
$81.9K - $89.8K
|
6.31K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.01K- 22.1% |
$84.3K - $92.4K
|
3.55K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.01K- 10.55% |
$84.6K - $92.7K
|
8.56K
$801K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.02K- 6.66% |
$85.4K - $93.7K
|
14.3K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-1.04K- 30.68% |
$87.1K - $95.5K
|
2.35K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 6.81% |
$87.5K - $96K
|
14.3K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 4.96% |
$87.6K - $96K
|
20.1K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.05K- 11.1% |
$87.8K - $96.2K
|
8.4K
$785K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.08K- 2.26% |
$90.7K - $99.4K
|
46.9K
$4.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.09K- 5.55% |
$91K - $99.7K
|
18.5K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.09K- 4.04% |
$91.5K - $100K
|
25.9K
$2.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.11K- 8.94% |
$92.6K - $101K
|
11.3K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.13K- 4.87% |
$94.6K - $104K
|
22.1K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.13K- 21.39% |
$94.9K - $104K
|
4.16K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.17K- 1.34% |
$97.7K - $107K
|
85.9K
$8.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.17K- 4.65% |
$98.2K - $108K
|
24K
$2.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.19K- 15.61% |
$99.3K - $109K
|
6.41K
$600K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.21K- 3.79% |
$101K - $111K
|
30.6K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.22K- 2.44% |
$102K - $112K
|
48.8K
$4.56M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.26K- 1.26% |
$105K - $115K
|
98.5K
$9.21M
|