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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.27K- 2.05% |
$106K - $117K
|
60.5K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.28K- 1.44% |
$107K - $118K
|
87.5K
$8.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.31K- 13.48% |
$110K - $120K
|
8.41K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 8.83% |
$110K - $121K
|
13.6K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.35K- 4.2% |
$113K - $123K
|
30.7K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.41K- 5.21% |
$118K - $130K
|
25.7K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.42K- 4.05% |
$119K - $130K
|
33.6K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.43K- 8.28% |
$119K - $131K
|
15.8K
$1.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-1.43K- 6.4% |
$120K - $132K
|
21K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.44K- 28.17% |
$120K - $132K
|
3.67K
$343K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.44K- 11.12% |
$121K - $132K
|
11.5K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.48K- 13.04% |
$124K - $136K
|
9.89K
$925K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.5K- 3.11% |
$126K - $138K
|
46.8K
$4.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.52K- 3.74% |
$128K - $140K
|
39.2K
$3.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.55K- 3.52% |
$129K - $142K
|
42.3K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.62K- 21.09% |
$135K - $148K
|
6.05K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.64K- 20.56% |
$137K - $151K
|
6.34K
$593K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 0.65% |
$140K - $153K
|
253K
$23.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.67K- 10.74% |
$140K - $153K
|
13.9K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.67K- 4.77% |
$140K - $153K
|
33.3K
$3.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.69K- 8.95% |
$141K - $155K
|
17.2K
$1.61M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-1.69K- 12.36% |
$142K - $156K
|
12K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.73K- 2.3% |
$145K - $159K
|
73.3K
$6.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.75K- 82.2% |
$146K - $160K
|
378
$35.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.76K- 17.88% |
$147K - $161K
|
8.07K
$754K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.76K- 13.78% |
$148K - $162K
|
11K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.76K- 19.2% |
$148K - $162K
|
7.42K
$694K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.78K- 6.63% |
$149K - $163K
|
25K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.82K- 23.94% |
$152K - $167K
|
5.78K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.82K- 9.32% |
$153K - $167K
|
17.7K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.84K- 3.75% |
$154K - $169K
|
47.3K
$4.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.85K- 1.28% |
$155K - $170K
|
143K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Ade, LLC
|
SELL
|
- |
-1.87K- 3.26% |
$157K - $172K
|
55.6K
$5.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 1.62% |
$157K - $172K
|
114K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.88K- 1.04% |
$157K - $172K
|
178K
$16.6M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.9K- 11.33% |
$159K - $175K
|
14.9K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 7.64% |
$164K - $179K
|
23.6K
$2.21M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.96K- 46.14% |
$164K - $180K
|
2.29K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.99K- 29.86% |
$166K - $182K
|
4.67K
$437K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.99K- 34.55% |
$167K - $183K
|
3.78K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2K- 3.02% |
$167K - $183K
|
64K
$5.99M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.01K- 2.9% |
$169K - $185K
|
67.5K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.05K- 10.08% |
$172K - $188K
|
18.3K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.1K- 9.78% |
$176K - $193K
|
19.4K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.11K- 1.43% |
$177K - $194K
|
145K
$13.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 7.24% |
$178K - $195K
|
27.3K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
SELL
|
- |
-2.22K- 1.47% |
$186K - $204K
|
149K
$13.9M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.23K- 3.71% |
$187K - $205K
|
58K
$5.42M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-2.23K- 3.71% |
$187K - $205K
|
58K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.24K- 12.86% |
$188K - $206K
|
15.2K
$1.42M
|