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 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
986+ 0.84% |
$69.6K - $77.5K
|
118K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
982+ 2.87% |
$69.3K - $77.2K
|
35.2K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
949+ 16.23% |
$67K - $74.6K
|
6.8K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
940+ 16.16% |
$66.3K - $73.9K
|
6.76K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
935+ 19.78% |
$66K - $73.5K
|
5.66K
$522K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
896+ 11.69% |
$63.2K - $70.5K
|
8.56K
$789K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
848+ 7.95% |
$59.8K - $66.7K
|
11.5K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
845+ 0.45% |
$59.6K - $66.4K
|
189K
$17.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
834+ 14.9% |
$58.8K - $65.6K
|
6.43K
$593K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
818+ 1.05% |
$57.7K - $64.3K
|
78.4K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
818+ 275.42% |
$57.7K - $64.3K
|
1.12K
$103K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
813+ 0.79% |
$57.4K - $63.9K
|
103K
$9.53M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
809New |
$57.1K - $63.6K
|
809
$74.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
793+ 17.48% |
$56K - $62.4K
|
5.33K
$491K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
781+ 20.83% |
$55.1K - $61.4K
|
4.53K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
779+ 599.23% |
$55K - $61.3K
|
909
$83.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
778New |
$54.9K - $61.2K
|
778
$71.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
768+ 9.86% |
$54.2K - $60.4K
|
8.56K
$789K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
767+ 3.59% |
$54.1K - $60.3K
|
22.1K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
764+ 5.62% |
$53.9K - $60.1K
|
14.4K
$1.32M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
740+ 14800.0% |
$52.2K - $58.2K
|
745
$68.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
730+ 701.92% |
$51.5K - $57.4K
|
834
$76.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
719+ 1.16% |
$50.7K - $56.5K
|
62.9K
$5.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
715+ 17.41% |
$50.5K - $56.2K
|
4.82K
$445K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
696+ 2.52% |
$49.1K - $54.7K
|
28.3K
$2.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
684+ 5.08% |
$48.3K - $53.8K
|
14.2K
$1.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
672+ 1.18% |
$47.4K - $52.8K
|
57.5K
$5.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
670+ 3.5% |
$47.3K - $52.7K
|
19.8K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
668+ 0.44% |
$47.1K - $52.5K
|
152K
$14.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
645+ 19.31% |
$45.5K - $50.7K
|
3.99K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
625+ 27.36% |
$44.1K - $49.1K
|
2.91K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
614+ 15.03% |
$43.3K - $48.3K
|
4.7K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
614+ 15.03% |
$43.3K - $48.3K
|
4.7K
$433K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
609+ 1.09% |
$43K - $47.9K
|
56.5K
$5.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
604New |
$42.6K - $47.5K
|
604
$55.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
597+ 0.35% |
$42.1K - $46.9K
|
171K
$15.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
595New |
$42K - $46.8K
|
595
$54.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
592+ 87.7% |
$41.8K - $46.5K
|
1.27K
$117K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
590+ 2.52% |
$41.6K - $46.4K
|
24K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
576+ 4.98% |
$40.6K - $45.3K
|
12.1K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
572+ 1.62% |
$40.4K - $45K
|
35.8K
$3.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
542New |
$38.2K - $42.6K
|
542
$50K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
529New |
$37.3K - $41.6K
|
529
$48.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
520+ 1.1% |
$36.7K - $40.9K
|
47.6K
$4.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
488+ 8.72% |
$34.4K - $38.4K
|
6.08K
$561K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
BUY
|
- |
484+ 14.99% |
$34.2K - $38.1K
|
3.71K
$342K
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
478+ 0.61% |
$33.7K - $37.6K
|
79.2K
$7.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
473+ 0.73% |
$33.4K - $37.2K
|
65.4K
$6.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449+ 42.84% |
$31.7K - $35.3K
|
1.5K
$138K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
430New |
$30.3K - $33.8K
|
430
$39.6K
|