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 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-719- 5.92% |
$50.7K - $56.5K
|
11.4K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-746- 0.96% |
$52.6K - $58.7K
|
77.2K
$7.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-752- 2.2% |
$53.1K - $59.1K
|
33.4K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-754- 6.69% |
$53.2K - $59.3K
|
10.5K
$969K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-755- 22.8% |
$53.3K - $59.4K
|
2.56K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-755- 1.62% |
$53.3K - $59.4K
|
45.9K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-758- 0.7% |
$53.5K - $59.6K
|
107K
$9.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-763- 14.51% |
$53.8K - $60K
|
4.5K
$414K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-775- 5.1% |
$54.7K - $60.9K
|
14.4K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-812- 16.36% |
$57.3K - $63.8K
|
4.15K
$383K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-814- 16.02% |
$57.4K - $64K
|
4.27K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-840- 6.95% |
$59.3K - $66K
|
11.2K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-851- 6.97% |
$60K - $66.9K
|
11.4K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-859- 30.89% |
$60.6K - $67.5K
|
1.92K
$177K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-862- 2.22% |
$60.8K - $67.8K
|
38K
$3.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-865- 0.78% |
$61K - $68K
|
109K
$10.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-875- 4.99% |
$61.7K - $68.8K
|
16.7K
$1.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-876- 18.99% |
$61.8K - $68.9K
|
3.74K
$345K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-885- 11.25% |
$62.4K - $69.6K
|
6.98K
$644K
|
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-897- 3.38% |
$63.3K - $70.5K
|
25.6K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-898- 2.94% |
$63.4K - $70.6K
|
29.7K
$2.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-900- 3.47% |
$63.5K - $70.8K
|
25.1K
$2.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-913- 3.98% |
$64.4K - $71.8K
|
22K
$2.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-921- 11.49% |
$65K - $72.4K
|
7.09K
$654K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-945- 3.09% |
$66.7K - $74.3K
|
29.6K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-955- 13.08% |
$67.4K - $75.1K
|
6.35K
$585K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-959- 1.18% |
$67.7K - $75.4K
|
80.1K
$7.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-967- 2.92% |
$68.2K - $76K
|
32.2K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-969- 0.44% |
$68.4K - $76.2K
|
220K
$20.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-980- 5.56% |
$69.1K - $77.1K
|
16.7K
$1.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-998- 15.28% |
$70.4K - $78.5K
|
5.53K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1K- 11.92% |
$70.6K - $78.7K
|
7.39K
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.01K- 11.18% |
$71.1K - $79.3K
|
8.01K
$738K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.01K- 6.2% |
$71.5K - $79.7K
|
15.3K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.02K- 1.8% |
$71.7K - $79.9K
|
55.5K
$5.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.02K- 1.77% |
$71.9K - $80.1K
|
56.6K
$5.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.03K- 20.51% |
$72.8K - $81.1K
|
4K
$369K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.04K- 28.25% |
$73.5K - $81.9K
|
2.65K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.06K- 13.38% |
$74.9K - $83.5K
|
6.88K
$634K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.06K- 16.74% |
$75K - $83.6K
|
5.29K
$488K
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 8.53% |
$75.3K - $83.9K
|
11.4K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 24.91% |
$75.6K - $84.3K
|
3.23K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 7.18% |
$76K - $84.7K
|
13.9K
$1.28M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.09K- 0.9% |
$76.6K - $85.3K
|
119K
$11M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.09K- 3.58% |
$77.1K - $85.9K
|
29.4K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 62.3% |
$77.2K - $86K
|
662
$61K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.1K- 27.65% |
$77.7K - $86.6K
|
2.88K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.1K- 2.82% |
$77.8K - $86.7K
|
38K
$3.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.11K- 6.68% |
$78.3K - $87.3K
|
15.5K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.13K- 26.26% |
$79.9K - $89K
|
3.18K
$293K
|