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 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-399- 7.46% |
$28.2K - $31.4K
|
4.95K
$456K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-400- 9.74% |
$28.2K - $31.5K
|
3.71K
$342K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-400- 10.19% |
$28.2K - $31.5K
|
3.53K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-402- 1.45% |
$28.4K - $31.6K
|
27.3K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-407- 11.18% |
$28.7K - $32K
|
3.24K
$298K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-409- 1.66% |
$28.9K - $32.2K
|
24.2K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-412- 20.14% |
$29.1K - $32.4K
|
1.63K
$151K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-429- 2.14% |
$30.3K - $33.7K
|
19.6K
$1.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-432- 9.25% |
$30.5K - $34K
|
4.24K
$391K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-437- 12.7% |
$30.8K - $34.4K
|
3.01K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-443- 0.42% |
$31.3K - $34.8K
|
104K
$9.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-453- 12.76% |
$32K - $35.6K
|
3.1K
$286K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-453- 14.48% |
$32K - $35.6K
|
2.68K
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
SELL
|
- |
-454- 0.5% |
$32K - $35.7K
|
90.7K
$8.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-469- 8.45% |
$33.1K - $36.9K
|
5.08K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-476- 4.33% |
$33.6K - $37.4K
|
10.5K
$971K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-490- 8.05% |
$34.6K - $38.5K
|
5.6K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-491- 8.13% |
$34.6K - $38.6K
|
5.55K
$512K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-494- 0.68% |
$34.9K - $38.8K
|
72.1K
$6.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-503- 1.8% |
$35.5K - $39.6K
|
27.5K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-510- 11.21% |
$36K - $40.1K
|
4.04K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-510- 2.38% |
$36K - $40.1K
|
21K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-517- 4.78% |
$36.5K - $40.7K
|
10.3K
$950K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-523- 0.62% |
$36.9K - $41.1K
|
83.4K
$7.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-523- 1.55% |
$36.9K - $41.1K
|
33.2K
$3.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-525- 26.85% |
$37K - $41.3K
|
1.43K
$132K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-525- 8.17% |
$37K - $41.3K
|
5.9K
$544K
|
|
|
Jan 08, 2024
Q4 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-529- 0.93% |
$37.3K - $41.6K
|
56.2K
$5.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-529- 3.27% |
$37.3K - $41.6K
|
15.7K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-529- 88.91% |
$37.3K - $41.6K
|
66
$6.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-530- 0.56% |
$37.4K - $41.7K
|
93.4K
$8.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-537- 9.4% |
$37.9K - $42.2K
|
5.18K
$477K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-538- 16.05% |
$38K - $42.3K
|
2.82K
$260K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-544- 60.58% |
$38.4K - $42.8K
|
354
$32.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-570- 0.56% |
$40.2K - $44.8K
|
102K
$9.39M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-572- 1.09% |
$40.4K - $45K
|
51.9K
$4.79M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-574- 13.42% |
$40.5K - $45.1K
|
3.7K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-592- 0.92% |
$41.8K - $46.5K
|
64K
$5.9M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-600- 6.87% |
$42.3K - $47.2K
|
8.13K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-619- 43.99% |
$43.7K - $48.7K
|
788
$72.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-623- 4.42% |
$44K - $49K
|
13.5K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-644- 9.74% |
$45.4K - $50.6K
|
5.97K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-664- 10.88% |
$46.9K - $52.2K
|
5.44K
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-669- 18.47% |
$47.2K - $52.6K
|
2.95K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-670- 3.87% |
$47.3K - $52.7K
|
16.6K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-679- 5.96% |
$47.9K - $53.4K
|
10.7K
$988K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-687- 5.01% |
$48.5K - $54K
|
13K
$1.2M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-696- 15.19% |
$49.1K - $54.7K
|
3.89K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-700- 14.36% |
$49.4K - $55K
|
4.18K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-702- 6.1% |
$49.5K - $55.2K
|
10.8K
$996K
|