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 18, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-25.5K- 58.94% |
$2.14M - $2.34M
|
17.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-25.6K- 73.93% |
$2.14M - $2.35M
|
9.03K
$844K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-27.7K- 2.29% |
$2.32M - $2.54M
|
1.18M
$110M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29.6K- 27.38% |
$2.48M - $2.71M
|
78.4K
$7.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-30.8K- 47.9% |
$2.58M - $2.83M
|
33.5K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.2K- 21.76% |
$2.69M - $2.95M
|
116K
$10.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33K- 14.66% |
$2.76M - $3.03M
|
192K
$17.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-34.2K- 8.46% |
$2.86M - $3.14M
|
370K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34.6K- 70.58% |
$2.9M - $3.17M
|
14.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-39.3K- 12.14% |
$3.29M - $3.61M
|
285K
$26.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-39.3K- 6.91% |
$3.3M - $3.61M
|
530K
$49.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-40.3K- 91.23% |
$3.37M - $3.7M
|
3.88K
$362K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.3K- 13.23% |
$3.8M - $4.16M
|
298K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-48.4K- 2.3% |
$4.06M - $4.45M
|
2.06M
$192M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-52.7K- 39.41% |
$4.42M - $4.84M
|
81.1K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.1K- 3.04% |
$4.45M - $4.88M
|
1.69M
$158M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53.9K- 39.64% |
$4.51M - $4.95M
|
82K
$7.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-56.3K- 62.63% |
$4.72M - $5.17M
|
33.6K
$3.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-60K- 29.78% |
$5.02M - $5.5M
|
141K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-60.4K- 18.55% |
$5.06M - $5.55M
|
265K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-70.3K- 1.83% |
$5.89M - $6.46M
|
3.78M
$353M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-74.9K- 5.28% |
$6.27M - $6.87M
|
1.34M
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-75.8K- 1.93% |
$6.35M - $6.96M
|
3.84M
$359M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-78.1K- 33.65% |
$6.54M - $7.17M
|
154K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-79.6K- 1.67% |
$6.66M - $7.31M
|
4.7M
$439M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-92.9K- 7.88% |
$7.78M - $8.53M
|
1.09M
$102M
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-100K- 89.09% |
$8.41M - $9.22M
|
12.3K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-101K- 19.16% |
$8.42M - $9.23M
|
424K
$39.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-102K- 73.59% |
$8.55M - $9.38M
|
36.6K
$3.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-156K- 80.11% |
$13M - $14.3M
|
38.6K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-162K- 6.97% |
$13.6M - $14.9M
|
2.16M
$202M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-165K- 59.82% |
$13.8M - $15.1M
|
111K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-168K- 52.33% |
$14.1M - $15.4M
|
153K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-186K- 89.04% |
$15.6M - $17.1M
|
22.9K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-188K- 5.14% |
$15.8M - $17.3M
|
3.47M
$325M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-188K- 5.14% |
$15.8M - $17.3M
|
3.47M
$325M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-204K- 4.11% |
$17.1M - $18.8M
|
4.77M
$446M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-218K- 87.21% |
$18.3M - $20.1M
|
32K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-242K- 11.16% |
$20.2M - $22.2M
|
1.92M
$180M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-247K- 45.16% |
$20.7M - $22.7M
|
300K
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-247K- 9.66% |
$20.7M - $22.7M
|
2.31M
$216M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-275K- 42.44% |
$23M - $25.3M
|
373K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-451K- 81.31% |
$37.7M - $41.4M
|
104K
$9.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-641K- 83.38% |
$53.7M - $58.9M
|
128K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-678K- 15.99% |
$56.8M - $62.3M
|
3.56M
$333M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22M- 38.88% |
$186M - $204M
|
3.49M
$326M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.22M- 38.88% |
$186M - $204M
|
3.49M
$326M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.09M- 84.81% |
$426M - $467M
|
911K
$85.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.85M- 36.34% |
$490M - $537M
|
10.2M
$958M
|