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 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-27K- 37.44% |
$1.9M - $2.12M
|
45.1K
$4.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-27.4K- 4.49% |
$1.94M - $2.16M
|
584K
$52M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-27.5K- 71.82% |
$1.94M - $2.16M
|
10.8K
$962K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-28.1K- 8.96% |
$1.98M - $2.21M
|
286K
$25.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.7K- 35.46% |
$2.03M - $2.26M
|
52.3K
$4.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-28.8K- 29.44% |
$2.03M - $2.26M
|
69K
$6.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
SELL
|
- |
-29.1K- 55.81% |
$2.05M - $2.29M
|
23K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.4K- 36.54% |
$2.08M - $2.32M
|
51.1K
$4.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29.5K- 9.21% |
$2.08M - $2.32M
|
291K
$25.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-29.8K- 29.09% |
$2.1M - $2.35M
|
72.7K
$6.48M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30.3K- 43.45% |
$2.14M - $2.38M
|
39.4K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-31.4K- 43.55% |
$2.22M - $2.47M
|
40.7K
$3.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-31.6K- 43.54% |
$2.23M - $2.48M
|
40.9K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32.1K- 99.56% |
$2.26M - $2.52M
|
141
$12.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-32.8K- 31.49% |
$2.31M - $2.58M
|
71.3K
$6.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-34.9K- 45.34% |
$2.46M - $2.74M
|
42.1K
$3.75M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-36K- 66.61% |
$2.54M - $2.83M
|
18K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-36.9K- 8.24% |
$2.61M - $2.9M
|
411K
$36.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-37.1K- 9.94% |
$2.61M - $2.91M
|
336K
$29.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-38.5K- 73.13% |
$2.71M - $3.02M
|
14.1K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.6K- 2.57% |
$2.72M - $3.04M
|
1.46M
$130M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-38.9K- 7.53% |
$2.75M - $3.06M
|
478K
$42.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-39.6K- 33.98% |
$2.8M - $3.12M
|
77K
$6.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-40K- 10.16% |
$2.82M - $3.15M
|
354K
$31.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-40.7K- 1.66% |
$2.87M - $3.2M
|
2.41M
$215M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-42.4K- 5.18% |
$2.99M - $3.34M
|
777K
$69.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-42.5K- 79.4% |
$3M - $3.34M
|
11K
$982K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-43.1K- 59.27% |
$3.04M - $3.39M
|
29.6K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-43.7K- 48.21% |
$3.09M - $3.44M
|
47K
$4.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-48K- 36.43% |
$3.39M - $3.78M
|
83.8K
$7.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.6K- 9.06% |
$3.43M - $3.82M
|
488K
$43.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-49.3K- 34.69% |
$3.48M - $3.87M
|
92.8K
$8.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.5K- 85.8% |
$3.57M - $3.97M
|
8.36K
$745K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-50.8K- 70.86% |
$3.59M - $4M
|
20.9K
$1.86M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51.7K- 95.29% |
$3.64M - $4.06M
|
2.55K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-52.9K- 1.85% |
$3.73M - $4.16M
|
2.8M
$249M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-55.7K- 77.16% |
$3.93M - $4.38M
|
16.5K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-56.5K- 93.59% |
$3.99M - $4.45M
|
3.87K
$345K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-57.1K- 36.19% |
$4.03M - $4.49M
|
101K
$8.97M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-57.6K- 53.56% |
$4.07M - $4.53M
|
50K
$4.45M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-57.8K- 65.1% |
$4.08M - $4.55M
|
31K
$2.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-58.5K- 44.59% |
$4.13M - $4.6M
|
72.7K
$6.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-58.7K- 98.72% |
$4.14M - $4.62M
|
759
$67.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-59K- 69.08% |
$4.16M - $4.64M
|
26.4K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-59.7K- 28.97% |
$4.21M - $4.69M
|
146K
$13M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-59.8K- 4.86% |
$4.22M - $4.7M
|
1.17M
$104M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-60.4K- 80.14% |
$4.26M - $4.75M
|
15K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-60.6K- 15.76% |
$4.27M - $4.76M
|
324K
$28.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-61.3K- 18.02% |
$4.32M - $4.82M
|
279K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-62K- 4.44% |
$4.37M - $4.87M
|
1.33M
$119M
|