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
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$710K - $792K
|
10.1K
$928K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
9.94K+ 10.51% |
$701K - $781K
|
104K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
9.74KNew |
$687K - $765K
|
9.74K
$898K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9.73KNew |
$687K - $765K
|
9.73K
$897K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
9.73K+ 9.21% |
$686K - $765K
|
115K
$10.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.56K+ 2.58% |
$675K - $752K
|
379K
$35M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
9.44K+ 28.61% |
$666K - $742K
|
42.4K
$3.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.4K+ 5.12% |
$663K - $739K
|
193K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.23KNew |
$652K - $726K
|
9.23K
$851K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
9.21KNew |
$650K - $724K
|
9.21K
$849K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
8.99KNew |
$634K - $707K
|
8.99K
$829K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.96K+ 1033.56% |
$632K - $705K
|
9.83K
$906K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
8.96K+ 1033.56% |
$632K - $705K
|
9.83K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.95KNew |
$632K - $704K
|
8.95K
$825K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.67K+ 146.4% |
$612K - $682K
|
14.6K
$1.35M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
8.54KNew |
$603K - $672K
|
8.54K
$788K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
8.35KNew |
$589K - $657K
|
8.35K
$770K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8.31K+ 1.54% |
$586K - $653K
|
548K
$50.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.22KNew |
$580K - $646K
|
8.22K
$758K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
7.83K+ 51.73% |
$553K - $616K
|
23K
$2.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.68K+ 5.04% |
$542K - $604K
|
160K
$14.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
7.68K+ 14.4% |
$542K - $604K
|
61K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.55K+ 4.78% |
$533K - $594K
|
166K
$15.3M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
7.47KNew |
$527K - $587K
|
7.47K
$688K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.42KNew |
$523K - $583K
|
7.42K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.4K+ 3.51% |
$522K - $582K
|
218K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.35KNew |
$519K - $578K
|
7.35K
$678K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
7.3K+ 10.84% |
$515K - $574K
|
74.6K
$6.88M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7.29KNew |
$515K - $573K
|
7.29K
$672K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.17KNew |
$506K - $564K
|
7.17K
$661K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
6.93KNew |
$489K - $545K
|
6.93K
$639K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
6.78K+ 139.42% |
$478K - $533K
|
11.6K
$1.07M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
6.62KNew |
$467K - $520K
|
6.62K
$610K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
6.5KNew |
$458K - $511K
|
6.5K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32K+ 120.63% |
$446K - $497K
|
11.6K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6.22KNew |
$439K - $489K
|
6.22K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.82K+ 9.37% |
$411K - $458K
|
68K
$6.27M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.68KNew |
$401K - $447K
|
5.68K
$524K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.66K+ 47.4% |
$399K - $445K
|
17.6K
$1.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
5.61K+ 15.68% |
$396K - $441K
|
41.4K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
5.57KNew |
$393K - $438K
|
5.57K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5.55K+ 152.7% |
$391K - $436K
|
9.18K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.37K+ 96.65% |
$379K - $422K
|
10.9K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.1KNew |
$360K - $401K
|
5.1K
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.04KNew |
$355K - $396K
|
5.04K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.91K+ 3.52% |
$347K - $386K
|
144K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$340K - $379K
|
4.82K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.7K+ 24.33% |
$332K - $370K
|
24K
$2.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.68KNew |
$330K - $368K
|
4.68K
$432K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
4.6KNew |
$325K - $362K
|
4.6K
$424K
|