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 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
430+ 1.21% |
$30.3K - $33.8K
|
35.9K
$3.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
416+ 5.09% |
$29.4K - $32.7K
|
8.59K
$792K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
409+ 6.9% |
$28.9K - $32.2K
|
6.34K
$584K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
394+ 1.15% |
$27.8K - $31K
|
34.6K
$3.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
390+ 0.8% |
$27.5K - $30.7K
|
48.9K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
362+ 3.44% |
$25.5K - $28.5K
|
10.9K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
356+ 1.1% |
$25.1K - $28K
|
32.9K
$3.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
354+ 6.37% |
$25K - $27.8K
|
5.91K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
353+ 9.17% |
$24.9K - $27.8K
|
4.2K
$388K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
348+ 6.24% |
$24.6K - $27.4K
|
5.93K
$546K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
345New |
$24.3K - $27.1K
|
345
$31.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
340New |
$24K - $26.7K
|
340
$31.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
340+ 232.88% |
$24K - $26.7K
|
486
$44.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
332New |
$23.4K - $26.1K
|
332
$30.6K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300+ 15.94% |
$21.2K - $23.6K
|
2.18K
$201K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
294+ 1.05% |
$20.7K - $23.1K
|
28.3K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
277+ 8.84% |
$19.5K - $21.8K
|
3.41K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
266+ 2.12% |
$18.8K - $20.9K
|
12.8K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
265+ 4.89% |
$18.7K - $20.8K
|
5.69K
$524K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
265New |
$18.7K - $20.8K
|
265
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
261New |
$18.4K - $20.5K
|
261
$24.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
254+ 0.71% |
$17.9K - $20K
|
36.1K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
247New |
$17.4K - $19.4K
|
247
$22.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
231+ 2.46% |
$16.3K - $18.2K
|
9.61K
$886K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
225+ 0.87% |
$15.9K - $17.7K
|
26.1K
$2.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
219+ 3.93% |
$15.5K - $17.2K
|
5.8K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
210+ 16.5% |
$14.8K - $16.5K
|
1.48K
$137K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
208New |
$14.7K - $16.4K
|
208
$19.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
191+ 3.5% |
$13.5K - $15K
|
5.65K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
189New |
$13.3K - $14.9K
|
189
$17.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
181+ 5.74% |
$12.8K - $14.2K
|
3.34K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
164+ 0.38% |
$11.6K - $12.9K
|
43K
$3.97M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
163+ 2328.57% |
$11.5K - $12.8K
|
170
$15.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
161+ 2.58% |
$11.4K - $12.7K
|
6.41K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
160+ 0.93% |
$11.3K - $12.6K
|
17.3K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
BUY
|
- |
154+ 0.26% |
$10.9K - $12.1K
|
60.3K
$5.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
151+ 3.43% |
$10.7K - $11.9K
|
4.55K
$420K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
150+ 25.68% |
$10.6K - $11.8K
|
734
$67.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
150New |
$10.6K - $11.8K
|
150
$13.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
149+ 4.85% |
$10.5K - $11.7K
|
3.22K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
145New |
$10.2K - $11.4K
|
145
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
143New |
$10.1K - $11.2K
|
143
$13.2K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
BUY
|
- |
140+ 0.26% |
$9.88K - $11K
|
54K
$4.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
139+ 1.02% |
$9.81K - $10.9K
|
13.8K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
135New |
$9.53K - $10.6K
|
135
$12.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
134+ 2.33% |
$9.46K - $10.5K
|
5.89K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
117+ 0.73% |
$8.26K - $9.2K
|
16K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
111+ 3.21% |
$7.83K - $8.73K
|
3.57K
$329K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
92+ 0.63% |
$6.49K - $7.23K
|
14.7K
$1.36M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
91+ 0.27% |
$6.42K - $7.16K
|
33.8K
$3.12M
|