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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.1K+ 107.61% |
$2.2M - $2.45M
|
60.1K
$5.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.5K+ 41.54% |
$2.08M - $2.32M
|
101K
$9.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
29.3KNew |
$2.07M - $2.3M
|
29.3K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
28.7K+ 507.54% |
$2.02M - $2.25M
|
34.3K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28.7K+ 34.01% |
$2.02M - $2.25M
|
113K
$10.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
28.6K+ 19.31% |
$2.02M - $2.25M
|
177K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.8K+ 85.91% |
$1.96M - $2.18M
|
60.1K
$5.54M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
27KNew |
$1.91M - $2.13M
|
27K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
26.9KNew |
$1.9M - $2.12M
|
26.9K
$2.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
26K+ 8.01% |
$1.84M - $2.05M
|
351K
$32.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
25.1KNew |
$1.77M - $1.97M
|
25.1K
$2.31M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24.7KNew |
$1.74M - $1.94M
|
24.7K
$2.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
23.6KNew |
$1.66M - $1.85M
|
23.6K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.6K+ 149.0% |
$1.66M - $1.85M
|
39.4K
$3.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
22.7KNew |
$1.6M - $1.79M
|
22.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22.2K+ 262.26% |
$1.56M - $1.74M
|
30.6K
$2.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
22.1K+ 4.5% |
$1.56M - $1.73M
|
512K
$47.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
21.1K+ 24.6% |
$1.49M - $1.66M
|
107K
$9.87M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20.9KNew |
$1.48M - $1.64M
|
20.9K
$1.93M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
20.8KNew |
$1.47M - $1.64M
|
20.8K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
20.8KNew |
$1.47M - $1.64M
|
20.8K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20.5KNew |
$1.45M - $1.61M
|
20.5K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
18.4KNew |
$1.3M - $1.45M
|
18.4K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
18KNew |
$1.27M - $1.41M
|
18K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
17.6K+ 14.05% |
$1.24M - $1.39M
|
143K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.3KNew |
$1.22M - $1.36M
|
17.3K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
17.2KNew |
$1.21M - $1.35M
|
17.2K
$1.59M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
16.3K+ 2.03% |
$1.15M - $1.28M
|
819K
$75.6M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
15.9KNew |
$1.12M - $1.25M
|
15.9K
$1.46M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
15.7K+ 163.53% |
$1.11M - $1.24M
|
25.3K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.2K+ 24.73% |
$1.07M - $1.19M
|
76.4K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
14.6KNew |
$1.03M - $1.15M
|
14.6K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
14.5KNew |
$1.02M - $1.14M
|
14.5K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 11.95% |
$1M - $1.12M
|
133K
$12.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13.2KNew |
$933K - $1.04M
|
13.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.7KNew |
$895K - $997K
|
12.7K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.3KNew |
$869K - $969K
|
12.3K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
12.2K+ 13.39% |
$859K - $957K
|
103K
$9.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
12K+ 23.12% |
$849K - $946K
|
64.1K
$5.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12KNew |
$849K - $946K
|
12K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$842K - $938K
|
11.9K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
11.9KNew |
$842K - $938K
|
11.9K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.8K+ 17.63% |
$836K - $932K
|
79.1K
$7.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.7K+ 10.96% |
$824K - $918K
|
118K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.2KNew |
$790K - $881K
|
11.2K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.9KNew |
$772K - $860K
|
10.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10.7KNew |
$758K - $845K
|
10.7K
$991K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10.6KNew |
$748K - $833K
|
10.6K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
10.6KNew |
$745K - $830K
|
10.6K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.4KNew |
$736K - $820K
|
10.4K
$961K
|