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 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-15.1K- 64.12% |
$1.06M - $1.19M
|
8.44K
$752K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-16K- 41.62% |
$1.13M - $1.26M
|
22.4K
$2M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-16.1K- 8.2% |
$1.14M - $1.26M
|
180K
$16M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16.2K- 33.73% |
$1.14M - $1.27M
|
31.8K
$2.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.2K- 22.29% |
$1.14M - $1.28M
|
56.6K
$5.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-16.6K- 34.26% |
$1.17M - $1.31M
|
31.9K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-16.9K- 28.25% |
$1.19M - $1.33M
|
43K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.2K- 3.96% |
$1.21M - $1.35M
|
418K
$37.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 16.89% |
$1.22M - $1.35M
|
84.7K
$7.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-17.3K- 29.78% |
$1.22M - $1.36M
|
40.8K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-17.3K- 24.98% |
$1.22M - $1.36M
|
52K
$4.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-17.4K- 5.18% |
$1.23M - $1.37M
|
318K
$28.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.1K- 1.54% |
$1.27M - $1.42M
|
1.16M
$103M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-18.1K- 81.68% |
$1.28M - $1.42M
|
4.07K
$362K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.2K- 27.66% |
$1.28M - $1.43M
|
47.5K
$4.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18.3K- 46.95% |
$1.29M - $1.44M
|
20.7K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-18.4K- 40.26% |
$1.3M - $1.45M
|
27.3K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-18.5K- 89.75% |
$1.31M - $1.46M
|
2.12K
$189K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-18.8K- 50.76% |
$1.33M - $1.48M
|
18.3K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-19K- 38.0% |
$1.34M - $1.49M
|
31K
$2.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-19.1K- 70.22% |
$1.35M - $1.5M
|
8.1K
$721K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-19.1K- 24.7% |
$1.35M - $1.5M
|
58.2K
$5.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-19.2K- 12.44% |
$1.36M - $1.51M
|
135K
$12M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-19.4K- 4.14% |
$1.37M - $1.52M
|
448K
$39.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.4K- 2.87% |
$1.37M - $1.52M
|
655K
$58.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.4K- 46.0% |
$1.37M - $1.53M
|
22.8K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-19.5K- 35.39% |
$1.37M - $1.53M
|
35.6K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-19.5K- 22.18% |
$1.38M - $1.53M
|
68.4K
$6.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-19.5K- 1.82% |
$1.38M - $1.53M
|
1.05M
$93.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.5K- 5.95% |
$1.38M - $1.53M
|
309K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20K- 18.55% |
$1.41M - $1.57M
|
87.8K
$7.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-20.6K- 37.18% |
$1.45M - $1.62M
|
34.8K
$3.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-21.4K- 8.35% |
$1.51M - $1.68M
|
235K
$20.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-21.4K- 52.45% |
$1.51M - $1.68M
|
19.4K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-21.9K- 16.26% |
$1.55M - $1.72M
|
113K
$10M
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-22.2K- 68.08% |
$1.57M - $1.75M
|
10.4K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.4K- 9.95% |
$1.58M - $1.76M
|
202K
$18M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-22.4K- 5.83% |
$1.58M - $1.76M
|
361K
$32.2M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-22.8K- 36.15% |
$1.61M - $1.79M
|
40.2K
$3.59M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-22.9K- 25.87% |
$1.62M - $1.8M
|
65.6K
$5.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-23.2K- 27.19% |
$1.64M - $1.83M
|
62.2K
$5.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 64.75% |
$1.64M - $1.83M
|
12.7K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.4K- 25.92% |
$1.65M - $1.84M
|
66.8K
$5.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-25.1K- 7.85% |
$1.77M - $1.97M
|
294K
$26.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-25.3K- 34.34% |
$1.78M - $1.99M
|
48.3K
$4.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 15.49% |
$1.8M - $2M
|
139K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-25.7K- 1.55% |
$1.81M - $2.02M
|
1.63M
$145M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-26.3K- 6.25% |
$1.86M - $2.07M
|
395K
$35.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-26.4K- 9.2% |
$1.86M - $2.08M
|
261K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-26.7K- 18.49% |
$1.88M - $2.1M
|
118K
$10.5M
|