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 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.09K- 4.42% |
$342K - $375K
|
88.4K
$8.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.14K- 38.47% |
$346K - $380K
|
6.61K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.15K- 1.74% |
$348K - $381K
|
234K
$21.9M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.19K- 8.21% |
$351K - $385K
|
46.9K
$4.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.35K- 18.85% |
$365K - $400K
|
18.7K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.47K- 20.86% |
$374K - $411K
|
17K
$1.59M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-4.51K- 12.35% |
$378K - $414K
|
32K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.59K- 63.74% |
$384K - $421K
|
2.61K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.63K- 17.04% |
$387K - $425K
|
22.5K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.69K- 8.14% |
$392K - $430K
|
52.9K
$4.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 7.25% |
$408K - $447K
|
62.3K
$5.82M
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-4.9K- 1.65% |
$410K - $450K
|
292K
$27.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.94K- 4.97% |
$414K - $454K
|
94.4K
$8.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4.94K- 23.59% |
$414K - $454K
|
16K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
SELL
|
- |
-5.04K- 13.16% |
$422K - $463K
|
33.2K
$3.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.04K- 19.04% |
$422K - $463K
|
21.4K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.15K- 9.08% |
$431K - $473K
|
51.5K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.22K- 36.09% |
$437K - $479K
|
9.24K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.3K- 48.66% |
$444K - $487K
|
5.6K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.31K- 15.42% |
$445K - $488K
|
29.1K
$2.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-5.4K- 10.89% |
$452K - $496K
|
44.2K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-5.41K- 5.15% |
$453K - $496K
|
99.6K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-5.42K- 65.4% |
$454K - $498K
|
2.87K
$268K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.61K- 21.42% |
$470K - $515K
|
20.6K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.68K- 20.4% |
$475K - $521K
|
22.2K
$2.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.72K- 3.46% |
$479K - $525K
|
160K
$14.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.83K- 16.98% |
$488K - $535K
|
28.5K
$2.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-5.9K- 25.08% |
$494K - $542K
|
17.6K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.97K- 1.96% |
$500K - $548K
|
299K
$28M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-6.06K- 22.06% |
$508K - $556K
|
21.4K
$2M
|
|
|
Nov 01, 2024
Q3 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-6.08K- 8.57% |
$509K - $558K
|
64.9K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.09K- 46.98% |
$510K - $559K
|
6.87K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.15K- 4.29% |
$515K - $564K
|
137K
$12.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.25K- 8.18% |
$524K - $574K
|
70.2K
$6.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.43K- 16.74% |
$538K - $590K
|
32K
$2.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.45K- 14.09% |
$540K - $592K
|
39.3K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.86K- 2.93% |
$574K - $630K
|
227K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-7.07K- 10.77% |
$592K - $649K
|
58.6K
$5.48M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-7.1K- 44.95% |
$595K - $652K
|
8.69K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 3.33% |
$603K - $661K
|
209K
$19.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.2K- 2.74% |
$603K - $661K
|
256K
$23.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-7.2K- 45.22% |
$603K - $661K
|
8.73K
$816K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.27K- 4.99% |
$609K - $668K
|
138K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.4K- 4.3% |
$619K - $679K
|
165K
$15.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.43K- 5.53% |
$623K - $683K
|
127K
$11.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.49K- 12.53% |
$627K - $687K
|
52.3K
$4.89M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.5K- 1.0% |
$628K - $688K
|
740K
$69.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.67K- 3.22% |
$643K - $705K
|
231K
$21.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-7.9K- 25.92% |
$662K - $726K
|
22.6K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-8.25K- 11.97% |
$691K - $758K
|
60.7K
$5.68M
|