Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.8M+ 71.64% |
$268M - $299M
|
9.1M
$839M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.58MNew |
$252M - $281M
|
3.58M
$330M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9M+ 19.48% |
$205M - $228M
|
17.8M
$1.64B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.78MNew |
$196M - $219M
|
2.78M
$256M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.81M+ 62.08% |
$128M - $142M
|
4.72M
$435M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
816K+ 11.38% |
$57.6M - $64.2M
|
7.99M
$737M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
769KNew |
$54.3M - $60.5M
|
769K
$70.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
746K+ 1757.79% |
$52.6M - $58.7M
|
788K
$72.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
449KNew |
$31.7M - $35.3M
|
449K
$41.4M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
447KNew |
$31.5M - $35.1M
|
447K
$41.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
295K+ 772.11% |
$20.8M - $23.2M
|
333K
$30.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
190KNew |
$13.4M - $14.9M
|
190K
$17.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
133KNew |
$9.37M - $10.4M
|
133K
$12.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
122K+ 0.76% |
$8.61M - $9.59M
|
16.1M
$1.48B
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
117KNew |
$8.28M - $9.23M
|
117K
$10.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112K+ 5.57% |
$7.93M - $8.84M
|
2.13M
$197M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
111K+ 57.69% |
$7.83M - $8.72M
|
303K
$28M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
96.8KNew |
$6.83M - $7.61M
|
96.8K
$8.92M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
93KNew |
$6.56M - $7.32M
|
93K
$8.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
91.2K+ 82.47% |
$6.44M - $7.17M
|
202K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
90.6K+ 24.26% |
$6.39M - $7.12M
|
464K
$42.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
82.8K+ 173.67% |
$5.84M - $6.51M
|
130K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.1K+ 88.87% |
$5.3M - $5.91M
|
160K
$14.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
71.5KNew |
$5.04M - $5.62M
|
71.5K
$6.59M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
68.3KNew |
$4.82M - $5.37M
|
68.3K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
62.2K+ 16953.95% |
$4.39M - $4.89M
|
62.6K
$5.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
60.5KNew |
$4.27M - $4.76M
|
60.5K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
53.9KNew |
$3.8M - $4.24M
|
53.9K
$4.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
53.5KNew |
$3.78M - $4.21M
|
53.5K
$4.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
51.7K+ 96.37% |
$3.65M - $4.07M
|
105K
$9.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
50.3K+ 2712.79% |
$3.55M - $3.95M
|
52.1K
$4.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
48.8KNew |
$3.45M - $3.84M
|
48.8K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
45.3K+ 10.9% |
$3.2M - $3.57M
|
461K
$42.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
45.2KNew |
$3.19M - $3.55M
|
45.2K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
43.7K+ 1405.44% |
$3.08M - $3.43M
|
46.8K
$4.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
43K+ 30.77% |
$3.03M - $3.38M
|
183K
$16.8M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
42.9K+ 8710.34% |
$3.03M - $3.38M
|
43.4K
$4M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
39.9KNew |
$2.82M - $3.14M
|
39.9K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38.4K+ 62.54% |
$2.71M - $3.02M
|
99.9K
$9.21M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
37.6K+ 15.26% |
$2.65M - $2.96M
|
284K
$26.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
37.3KNew |
$2.63M - $2.93M
|
37.3K
$3.44M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37.2KNew |
$2.63M - $2.93M
|
37.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37K+ 1.71% |
$2.61M - $2.91M
|
2.2M
$203M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
36.5K+ 3081.86% |
$2.58M - $2.87M
|
37.7K
$3.48M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
35.9KNew |
$2.53M - $2.82M
|
35.9K
$3.31M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
35.3KNew |
$2.49M - $2.78M
|
35.3K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
33.3KNew |
$2.35M - $2.62M
|
33.3K
$3.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
32.4KNew |
$2.29M - $2.55M
|
32.4K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.2K+ 14.67% |
$2.27M - $2.53M
|
252K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
31.8KNew |
$2.24M - $2.5M
|
31.8K
$2.93M
|