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
|
Townsquare Capital LLC
|
SELL
|
- |
-2.51K- 4.3% |
$211K - $231K
|
56K
$5.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.52K- 1.13% |
$211K - $231K
|
220K
$20.8M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.54K- 16.2% |
$212K - $233K
|
13.1K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.55K- 9.85% |
$213K - $234K
|
23.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.64K- 2.48% |
$221K - $242K
|
104K
$9.79M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.64K- 3.48% |
$221K - $242K
|
73.1K
$6.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.65K- 1.54% |
$222K - $244K
|
169K
$16M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
SELL
|
- |
-2.67K- 12.84% |
$224K - $245K
|
18.1K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.73K- 3.37% |
$229K - $251K
|
78.5K
$7.42M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-2.74K- 6.72% |
$230K - $252K
|
38.1K
$3.6M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
SELL
|
- |
-2.79K- 7.44% |
$234K - $256K
|
34.7K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.81K- 2.84% |
$236K - $258K
|
96.1K
$9.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.87K- 4.6% |
$240K - $263K
|
59.4K
$5.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-2.94K- 6.12% |
$246K - $270K
|
45.1K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.96K- 11.84% |
$248K - $272K
|
22.1K
$2.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-2.97K- 2.54% |
$249K - $273K
|
114K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.15K- 13.59% |
$264K - $289K
|
20K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.18K- 1.12% |
$266K - $292K
|
280K
$26.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.19K- 8.75% |
$267K - $293K
|
33.3K
$3.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-3.24K- 3.66% |
$272K - $298K
|
85.4K
$8.08M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-3.5K- 8.07% |
$293K - $321K
|
39.8K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.53K- 0.6% |
$296K - $324K
|
586K
$55.4M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.54K- 2.22% |
$296K - $325K
|
156K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.56K- 9.7% |
$298K - $327K
|
33.1K
$3.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.57K- 7.23% |
$299K - $328K
|
45.8K
$4.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-3.59K- 8.19% |
$301K - $330K
|
40.3K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-3.72K- 29.69% |
$311K - $341K
|
8.8K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.75K- 91.13% |
$314K - $344K
|
365
$34.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.76K- 10.59% |
$315K - $345K
|
31.7K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.76K- 5.68% |
$315K - $345K
|
62.5K
$5.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.77K- 12.04% |
$316K - $346K
|
27.5K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.77K- 0.97% |
$316K - $347K
|
385K
$36.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.81K- 7.2% |
$319K - $350K
|
49.2K
$4.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-3.83K- 30.33% |
$321K - $352K
|
8.81K
$832K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-3.98K- 5.41% |
$333K - $365K
|
69.5K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.98K- 33.24% |
$333K - $366K
|
8K
$756K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-3.99K- 13.7% |
$334K - $366K
|
25.1K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.09K- 4.42% |
$342K - $375K
|
88.4K
$8.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.14K- 38.47% |
$346K - $380K
|
6.61K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.15K- 1.74% |
$348K - $381K
|
234K
$22.1M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.19K- 8.21% |
$351K - $385K
|
46.9K
$4.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.35K- 18.85% |
$365K - $400K
|
18.7K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.47K- 20.86% |
$374K - $411K
|
17K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.51K- 12.35% |
$378K - $414K
|
32K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 63.74% |
$384K - $421K
|
2.61K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 17.04% |
$387K - $425K
|
22.5K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.69K- 8.14% |
$392K - $430K
|
52.9K
$5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 7.25% |
$408K - $447K
|
62.3K
$5.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.94K- 4.97% |
$414K - $454K
|
94.4K
$8.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.94K- 23.59% |
$414K - $454K
|
16K
$1.51M
|