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 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.94K- 8.89% |
$208K - $231K
|
30.1K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 3.09% |
$210K - $234K
|
93.4K
$8.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.06K- 93.28% |
$216K - $240K
|
220
$20.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.1K- 5.8% |
$218K - $243K
|
50.3K
$4.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.1K- 4.3% |
$218K - $243K
|
69K
$6.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-3.1K- 40.37% |
$219K - $244K
|
4.58K
$425K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3.1K- 2.1% |
$219K - $244K
|
145K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.2K- 9.22% |
$226K - $251K
|
31.5K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.23K- 2.79% |
$228K - $254K
|
112K
$10.4M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.38K- 0.96% |
$239K - $266K
|
349K
$32.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-3.43K- 1.66% |
$242K - $270K
|
203K
$18.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.47K- 6.57% |
$245K - $273K
|
49.4K
$4.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.59K- 5.31% |
$253K - $282K
|
64K
$5.93M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.59K- 57.69% |
$253K - $282K
|
2.63K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.6K- 18.61% |
$254K - $283K
|
15.7K
$1.46M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.62K- 20.7% |
$255K - $284K
|
13.8K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.64K- 14.12% |
$257K - $286K
|
22.1K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.65K- 1.98% |
$258K - $287K
|
181K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.67K- 3.62% |
$259K - $288K
|
97.7K
$9.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.69K- 19.19% |
$260K - $290K
|
15.5K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.7K- 1.29% |
$261K - $291K
|
283K
$26.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 14.14% |
$262K - $292K
|
22.6K
$2.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.73K- 46.48% |
$263K - $294K
|
4.3K
$399K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.76K- 18.87% |
$265K - $296K
|
16.2K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.81K- 2.81% |
$269K - $300K
|
132K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-3.83K- 22.14% |
$270K - $301K
|
13.5K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.85K- 20.43% |
$272K - $303K
|
15K
$1.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.03K- 78.47% |
$284K - $317K
|
1.11K
$102K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.03K- 43.05% |
$284K - $317K
|
5.33K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.03K- 28.65% |
$284K - $317K
|
10K
$931K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4.16K- 30.94% |
$294K - $327K
|
9.29K
$861K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 18.61% |
$298K - $332K
|
18.5K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-4.32K- 37.25% |
$305K - $340K
|
7.27K
$674K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.34K- 1.96% |
$306K - $341K
|
217K
$20.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.34K- 4.68% |
$306K - $341K
|
88.3K
$8.19M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-4.35K- 13.4% |
$307K - $342K
|
28.1K
$2.61M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-4.42K- 3.49% |
$312K - $347K
|
122K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.43K- 7.9% |
$313K - $349K
|
51.7K
$4.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.47K- 52.0% |
$315K - $351K
|
4.12K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-4.47K- 5.79% |
$315K - $351K
|
72.6K
$6.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.52K- 18.11% |
$319K - $355K
|
20.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.52K- 8.65% |
$319K - $355K
|
47.7K
$4.43M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.53K- 56.82% |
$320K - $356K
|
3.45K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-4.55K- 12.69% |
$321K - $358K
|
31.3K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-4.65K- 24.63% |
$328K - $365K
|
14.2K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.65K- 23.07% |
$328K - $365K
|
15.5K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.67K- 11.26% |
$329K - $367K
|
36.8K
$3.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.67K- 10.58% |
$330K - $368K
|
39.5K
$3.67M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.71K- 5.52% |
$332K - $370K
|
80.6K
$7.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.72K- 18.1% |
$333K - $371K
|
21.4K
$1.98M
|