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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-57- 0.31% |
$4.02K - $4.48K
|
18.1K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-58- 1.42% |
$4.09K - $4.56K
|
4.04K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-59- 3.43% |
$4.16K - $4.64K
|
1.66K
$153K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-60- 0.73% |
$4.23K - $4.72K
|
8.13K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-64- 1.12% |
$4.52K - $5.03K
|
5.63K
$519K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-65- 1.49% |
$4.59K - $5.11K
|
4.3K
$397K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-66- 0.06% |
$4.66K - $5.19K
|
103K
$9.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-69- 5.35% |
$4.87K - $5.43K
|
1.22K
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-69- 0.79% |
$4.87K - $5.43K
|
8.64K
$796K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-80- 0.29% |
$5.64K - $6.29K
|
27.2K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-91- 0.12% |
$6.42K - $7.16K
|
78.1K
$7.2M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-95- 6.52% |
$6.7K - $7.47K
|
1.36K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-100- 36.9% |
$7.06K - $7.86K
|
171
$15.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-108- 3.34% |
$7.62K - $8.49K
|
3.12K
$288K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-111- 39.64% |
$7.83K - $8.73K
|
169
$15.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-113- 2.45% |
$7.97K - $8.89K
|
4.5K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-115- 3.3% |
$8.11K - $9.04K
|
3.38K
$311K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-119- 3.75% |
$8.4K - $9.36K
|
3.05K
$282K
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-123- 0.6% |
$8.68K - $9.67K
|
20.5K
$1.89M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-123- 0.41% |
$8.68K - $9.67K
|
29.7K
$2.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-124- 0.67% |
$8.75K - $9.75K
|
18.4K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-125- 0.9% |
$8.82K - $9.83K
|
13.7K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-125- 3.84% |
$8.82K - $9.83K
|
3.13K
$289K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-127- 3.99% |
$8.96K - $9.99K
|
3.06K
$282K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-131- 0.56% |
$9.24K - $10.3K
|
23.4K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-131- 0.86% |
$9.24K - $10.3K
|
15.2K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-133- 0.13% |
$9.38K - $10.5K
|
104K
$9.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-135- 1.59% |
$9.53K - $10.6K
|
8.33K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-139- 0.78% |
$9.81K - $10.9K
|
17.6K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-140- 1.4% |
$9.88K - $11K
|
9.89K
$912K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-145- 11.85% |
$10.2K - $11.4K
|
1.08K
$99.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-145- 0.35% |
$10.2K - $11.4K
|
41.5K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-147- 6.32% |
$10.4K - $11.6K
|
2.18K
$201K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-150- 3.66% |
$10.6K - $11.8K
|
3.95K
$364K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-166- 4.58% |
$11.7K - $13.1K
|
3.46K
$319K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-167- 5.54% |
$11.8K - $13.1K
|
2.85K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-168- 2.33% |
$11.9K - $13.2K
|
7.03K
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-171- 42.22% |
$12.1K - $13.4K
|
234
$21.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-177- 5.19% |
$12.5K - $13.9K
|
3.23K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-179- 6.04% |
$12.6K - $14.1K
|
2.79K
$257K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-184- 27.63% |
$13K - $14.5K
|
482
$44.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-184- 0.99% |
$13K - $14.5K
|
18.4K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-192- 2.5% |
$13.5K - $15.1K
|
7.5K
$691K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-193- 99.48% |
$13.6K - $15.2K
|
1
$92.2
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-199- 6.29% |
$14K - $15.6K
|
2.97K
$273K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-199- 10.61% |
$14K - $15.6K
|
1.68K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 1.6% |
$14.1K - $15.7K
|
12.3K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 1.8% |
$14.1K - $15.7K
|
10.9K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-204- 4.91% |
$14.4K - $16K
|
3.95K
$364K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-204- 0.93% |
$14.4K - $16K
|
21.6K
$2M
|