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 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-207- 0.13% |
$14.6K - $16.3K
|
162K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-207- 91.19% |
$14.6K - $16.3K
|
20
$1.84K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-208- 2.78% |
$14.7K - $16.4K
|
7.28K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-210- 31.82% |
$14.8K - $16.5K
|
450
$41.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-213- 0.65% |
$15K - $16.7K
|
32.7K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-213- 3.89% |
$15K - $16.7K
|
5.26K
$485K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-221- 3.36% |
$15.6K - $17.4K
|
6.36K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-222- 1.46% |
$15.7K - $17.5K
|
15K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-223- 4.11% |
$15.7K - $17.5K
|
5.2K
$479K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-224- 7.19% |
$15.8K - $17.6K
|
2.89K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-228- 0.75% |
$16.1K - $17.9K
|
30.2K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-230- 3.18% |
$16.2K - $18.1K
|
7.01K
$647K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-231- 1.43% |
$16.3K - $18.2K
|
15.9K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-231- 5.4% |
$16.3K - $18.2K
|
4.05K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-234- 4.2% |
$16.5K - $18.4K
|
5.34K
$492K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-235- 1.31% |
$16.6K - $18.5K
|
17.7K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-241- 0.33% |
$17K - $18.9K
|
73.2K
$6.75M
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-244- 2.51% |
$17.2K - $19.2K
|
9.46K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-245- 9.69% |
$17.3K - $19.3K
|
2.28K
$210K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-248- 3.32% |
$17.5K - $19.5K
|
7.22K
$665K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-249- 1.29% |
$17.6K - $19.6K
|
19K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-250- 6.89% |
$17.6K - $19.7K
|
3.38K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-255- 8.89% |
$18K - $20.1K
|
2.61K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-257- 2.76% |
$18.1K - $20.2K
|
9.06K
$835K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-262- 0.46% |
$18.5K - $20.6K
|
56.8K
$5.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-268- 6.23% |
$18.9K - $21.1K
|
4.03K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-275- 3.43% |
$19.4K - $21.6K
|
7.74K
$713K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-288- 3.73% |
$20.3K - $22.6K
|
7.43K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-291- 4.11% |
$20.5K - $22.9K
|
6.8K
$627K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-292- 3.0% |
$20.6K - $23K
|
9.44K
$871K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-294- 1.76% |
$20.7K - $23.1K
|
16.4K
$1.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-297- 1.15% |
$21K - $23.4K
|
25.4K
$2.34M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-298- 2.8% |
$21K - $23.4K
|
10.3K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-300- 1.86% |
$21.2K - $23.6K
|
15.8K
$1.46M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-301- 41.35% |
$21.2K - $23.7K
|
427
$39.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-310- 10.5% |
$21.9K - $24.4K
|
2.64K
$244K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-315- 6.92% |
$22.2K - $24.8K
|
4.24K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-324- 8.04% |
$22.9K - $25.5K
|
3.71K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-330- 2.5% |
$23.3K - $25.9K
|
12.9K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-337- 4.28% |
$23.8K - $26.5K
|
7.54K
$695K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-339- 26.16% |
$23.9K - $26.7K
|
957
$88.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-350- 6.58% |
$24.7K - $27.5K
|
4.97K
$459K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-353- 17.67% |
$24.9K - $27.8K
|
1.65K
$152K
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-356- 0.18% |
$25.1K - $28K
|
201K
$18.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-359- 3.04% |
$25.3K - $28.2K
|
11.5K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-361- 7.38% |
$25.5K - $28.4K
|
4.53K
$417K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-380- 0.93% |
$26.8K - $29.9K
|
40.3K
$3.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-385- 10.02% |
$27.2K - $30.3K
|
3.46K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-392- 11.73% |
$27.7K - $30.8K
|
2.95K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-396- 1.28% |
$27.9K - $31.1K
|
30.6K
$2.82M
|