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 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-8.55K- 4.5% |
$603K - $673K
|
182K
$16.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.64K- 65.62% |
$609K - $679K
|
4.53K
$403K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.68K- 2.07% |
$613K - $683K
|
411K
$36.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-8.71K- 3.72% |
$614K - $684K
|
226K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-8.81K- 6.55% |
$622K - $693K
|
126K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.87K- 6.81% |
$626K - $697K
|
121K
$10.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-9.02K- 59.79% |
$636K - $709K
|
6.07K
$540K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-9.05K- 96.38% |
$639K - $712K
|
340
$30.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-9.07K- 96.51% |
$640K - $713K
|
328
$29.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.15K- 52.43% |
$646K - $720K
|
8.31K
$740K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-9.27K- 3.88% |
$654K - $729K
|
230K
$20.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-9.27K- 3.07% |
$654K - $729K
|
292K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-9.3K- 15.76% |
$656K - $731K
|
49.7K
$4.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-9.32K- 2.85% |
$658K - $733K
|
318K
$28.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-9.34K- 18.73% |
$659K - $734K
|
40.5K
$3.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-9.47K- 75.59% |
$668K - $745K
|
3.06K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9.51K- 38.76% |
$671K - $748K
|
15K
$1.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.61K- 16.61% |
$678K - $756K
|
48.3K
$4.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.63K- 8.88% |
$679K - $757K
|
98.8K
$8.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.89K- 7.13% |
$698K - $777K
|
129K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.9K- 47.36% |
$699K - $779K
|
11K
$981K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10K- 50.64% |
$709K - $790K
|
9.79K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-10.5K- 28.47% |
$738K - $823K
|
26.3K
$2.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10.6K- 4.74% |
$745K - $831K
|
212K
$18.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-10.6K- 32.44% |
$747K - $832K
|
22K
$1.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.7K- 33.04% |
$756K - $842K
|
21.7K
$1.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-10.9K- 13.56% |
$767K - $855K
|
69.3K
$6.17M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-10.9K- 41.12% |
$772K - $860K
|
15.7K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-11K- 25.61% |
$777K - $866K
|
32K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-11.1K- 25.11% |
$786K - $876K
|
33.2K
$2.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 55.95% |
$792K - $882K
|
8.84K
$787K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-11.3K- 14.72% |
$801K - $892K
|
65.7K
$5.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-11.7K- 15.67% |
$824K - $918K
|
62.9K
$5.6M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.2K- 9.79% |
$859K - $958K
|
112K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.5K- 6.88% |
$880K - $981K
|
169K
$15M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 5.0% |
$881K - $982K
|
237K
$21.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-12.5K- 41.41% |
$884K - $985K
|
17.7K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.7K- 13.71% |
$897K - $999K
|
80K
$7.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-13.1K- 16.16% |
$927K - $1.03M
|
68.1K
$6.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-13.2K- 4.86% |
$929K - $1.04M
|
258K
$23M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.3K- 27.03% |
$938K - $1.05M
|
35.9K
$3.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-13.9K- 33.92% |
$979K - $1.09M
|
27K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.2K- 27.25% |
$1M - $1.12M
|
38K
$3.39M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-14.3K- 20.49% |
$1.01M - $1.12M
|
55.3K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-14.4K- 8.18% |
$1.02M - $1.14M
|
162K
$14.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14.5K- 28.37% |
$1.02M - $1.14M
|
36.5K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-14.5K- 21.86% |
$1.03M - $1.14M
|
51.9K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.8K- 22.06% |
$1.04M - $1.16M
|
52.1K
$4.65M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-14.8K- 5.38% |
$1.05M - $1.17M
|
261K
$23.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-15.1K- 25.5% |
$1.06M - $1.18M
|
44K
$3.92M
|