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 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
25+ 0.64% |
$2.09K - $2.3K
|
3.93K
$375K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25+ 1.1% |
$2.09K - $2.3K
|
2.31K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.35% |
$1.84K - $2.02K
|
6.28K
$599K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
21+ 0.1% |
$1.76K - $1.93K
|
20.5K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
20+ 0.41% |
$1.68K - $1.84K
|
4.84K
$462K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
20+ 0.36% |
$1.68K - $1.84K
|
5.55K
$530K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
18+ 0.08% |
$1.51K - $1.65K
|
22.2K
$2.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
18+ 0.46% |
$1.51K - $1.65K
|
3.94K
$376K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18New |
$1.51K - $1.65K
|
18
$1.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17+ 0.11% |
$1.42K - $1.56K
|
15K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
17+ 0.59% |
$1.42K - $1.56K
|
2.92K
$279K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
16+ 0.23% |
$1.34K - $1.47K
|
6.89K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15+ 0.1% |
$1.26K - $1.38K
|
15.5K
$1.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
14+ 0.16% |
$1.17K - $1.29K
|
9.03K
$862K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14+ 0.36% |
$1.17K - $1.29K
|
3.91K
$373K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
13+ 0.2% |
$1.09K - $1.19K
|
6.66K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
13New |
$1.09K - $1.19K
|
13
$1.24K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
13New |
$1.09K - $1.19K
|
13
$1.24K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
12+ 0.45% |
$1.01K - $1.1K
|
2.71K
$258K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12+ 0.34% |
$1.01K - $1.1K
|
3.52K
$336K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 0.15% |
$1.01K - $1.1K
|
8.08K
$771K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
11+ 0.45% |
$921 - $1.01K
|
2.47K
$236K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
11+ 0.36% |
$921 - $1.01K
|
3.08K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.43% |
$921 - $1.01K
|
2.54K
$243K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
10+ 0.06% |
$838 - $918
|
15.7K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.43% |
$754 - $826
|
2.09K
$199K
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
8+ 0.12% |
$670 - $735
|
6.61K
$630K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$586 - $643
|
5.63K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
7+ 0.09% |
$586 - $643
|
8.01K
$765K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$586 - $643
|
8.77K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.12% |
$586 - $643
|
5.75K
$549K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 0.04% |
$586 - $643
|
17.5K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7+ 0.13% |
$586 - $643
|
5.48K
$522K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6+ 0.22% |
$503 - $551
|
2.7K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.25% |
$503 - $551
|
2.45K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.1% |
$503 - $551
|
6.12K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5+ 0.12% |
$419 - $459
|
4.21K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5+ 0.13% |
$419 - $459
|
4K
$382K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4+ 0.12% |
$335 - $367
|
3.22K
$307K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4+ 0.25% |
$335 - $367
|
1.58K
$151K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.16% |
$335 - $367
|
2.52K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.08% |
$335 - $367
|
4.73K
$452K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
4+ 0.37% |
$335 - $367
|
1.09K
$104K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$335 - $367
|
2.8K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4+ 0.1% |
$335 - $367
|
3.85K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.13% |
$335 - $367
|
3.07K
$293K
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4+ 0.07% |
$335 - $367
|
5.95K
$568K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$251 - $275
|
14.9K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3+ 0.03% |
$251 - $275
|
11.8K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.12% |
$168 - $184
|
1.65K
$157K
|