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 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.48K+ 18.83% |
$175K - $195K
|
15.7K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.46K+ 2.9% |
$173K - $193K
|
87K
$8.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.44K+ 3.5% |
$172K - $192K
|
72.1K
$6.65M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.42K+ 96.96% |
$171K - $190K
|
4.92K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.38K+ 27.12% |
$168K - $187K
|
11.1K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.38K+ 66.58% |
$168K - $187K
|
5.95K
$548K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.19K+ 3.67% |
$154K - $172K
|
61.7K
$5.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.14K+ 26.22% |
$151K - $168K
|
10.3K
$948K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.03K+ 112.0% |
$144K - $160K
|
3.85K
$355K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.93K+ 45.15% |
$136K - $152K
|
6.21K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.91K+ 16.41% |
$135K - $150K
|
13.5K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.89KNew |
$134K - $149K
|
1.89K
$175K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 3.36% |
$133K - $148K
|
57.9K
$5.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.88K+ 1.49% |
$133K - $148K
|
128K
$11.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.87KNew |
$132K - $147K
|
1.87K
$172K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.85K+ 0.57% |
$131K - $146K
|
328K
$30.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.82K+ 26.23% |
$128K - $143K
|
8.76K
$808K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.8K+ 552.15% |
$127K - $142K
|
2.13K
$196K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.8KNew |
$127K - $141K
|
1.8K
$166K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.73K+ 68.97% |
$122K - $136K
|
4.23K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.72K+ 252.21% |
$121K - $135K
|
2.4K
$221K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.71KNew |
$121K - $135K
|
1.71K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 75.31% |
$119K - $132K
|
3.91K
$361K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.68KNew |
$118K - $132K
|
1.68K
$155K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
1.66K+ 2.2% |
$117K - $130K
|
76.8K
$7.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.57K+ 1.3% |
$110K - $123K
|
122K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
1.5KNew |
$106K - $118K
|
1.5K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.49KNew |
$105K - $117K
|
1.49K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.42KNew |
$100K - $112K
|
1.42K
$131K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.42K+ 184.97% |
$99.8K - $111K
|
2.18K
$201K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.42K+ 28.87% |
$99.8K - $111K
|
6.32K
$582K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
1.39K+ 2.77% |
$98.1K - $109K
|
51.6K
$4.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.36K+ 2.68% |
$95.7K - $107K
|
51.9K
$4.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.28K+ 15.41% |
$90.5K - $101K
|
9.6K
$885K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.27K+ 6.82% |
$89.7K - $99.9K
|
19.9K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.27K+ 22.77% |
$89.3K - $99.5K
|
6.82K
$629K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.26K+ 1.83% |
$89.1K - $99.3K
|
70.2K
$6.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.26KNew |
$88.8K - $99K
|
1.26K
$116K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.24K+ 5.18% |
$87.6K - $97.6K
|
25.2K
$2.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.21K+ 3.69% |
$85.6K - $95.4K
|
34.1K
$3.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.19KNew |
$83.7K - $93.3K
|
1.19K
$109K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
1.19K+ 3.34% |
$83.6K - $93.2K
|
36.6K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 1.37% |
$83.5K - $93.1K
|
87.3K
$8.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.17KNew |
$82.3K - $91.8K
|
1.17K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.15K+ 35.7% |
$81.1K - $90.4K
|
4.37K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$79.5K - $88.5K
|
1.13K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.1K+ 1.75% |
$77.7K - $86.6K
|
63.8K
$5.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.04K+ 24.98% |
$73.4K - $81.8K
|
5.2K
$480K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.04K+ 1.47% |
$73K - $81.4K
|
71.4K
$6.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.01K+ 18.66% |
$71.5K - $79.7K
|
6.45K
$595K
|