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
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
10+ 0.32% |
$706 - $786
|
3.12K
$287K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
10+ 0.21% |
$706 - $786
|
4.72K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
10+ 2.82% |
$706 - $786
|
365
$33.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$706 - $786
|
10
$922
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7+ 0.25% |
$494 - $550
|
2.77K
$256K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 8.14% |
$494 - $550
|
93
$8.57K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7New |
$494 - $550
|
7
$645
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.05% |
$494 - $550
|
14.9K
$1.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.06% |
$353 - $393
|
476
$43.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
5New |
$353 - $393
|
5
$461
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
4New |
$282 - $315
|
4
$369
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3+ 0.03% |
$212 - $236
|
10.3K
$953K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3+ 0.0% |
$212 - $236
|
85K
$7.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.06% |
$141 - $157
|
3.23K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.67% |
$141 - $157
|
299
$27.6K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.36% |
$141 - $157
|
149
$13.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.22% |
$70.6 - $78.6
|
454
$41.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.0% |
$70.6 - $78.6
|
26K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.93% |
$70.6 - $78.6
|
108
$9.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$70.6 - $78.6
|
524
$48.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1+ 0.01% |
$70.6 - $78.6
|
14.5K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1- 0.03% |
$70.6 - $78.6
|
2.95K
$272K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- -0.0% |
$70.6 - $78.6
|
22K
$2.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-3- 0.15% |
$212 - $236
|
2K
$185K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3- 0.02% |
$212 - $236
|
16.6K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$564 - $629
|
10.9K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-11- 0.04% |
$776 - $865
|
25.6K
$2.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-11- 0.76% |
$776 - $865
|
1.44K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-14- 2.68% |
$988 - $1.1K
|
509
$46.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-17- 0.08% |
$1.2K - $1.34K
|
21.8K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-20- 0.18% |
$1.41K - $1.57K
|
10.8K
$1M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-21- 0.49% |
$1.48K - $1.65K
|
4.22K
$389K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-23- 0.24% |
$1.62K - $1.81K
|
9.72K
$896K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-29- 2.19% |
$2.05K - $2.28K
|
1.3K
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-30- 5.66% |
$2.12K - $2.36K
|
500
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-31- 0.73% |
$2.19K - $2.44K
|
4.22K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-34- 0.41% |
$2.4K - $2.67K
|
8.23K
$759K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-35- 0.49% |
$2.47K - $2.75K
|
7.08K
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-36- 29.03% |
$2.54K - $2.83K
|
88
$8.11K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-37- 48.05% |
$2.61K - $2.91K
|
40
$3.69K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-38- 0.2% |
$2.68K - $2.99K
|
19.4K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-39- 0.37% |
$2.75K - $3.07K
|
10.5K
$972K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-40- 1.05% |
$2.82K - $3.15K
|
3.78K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 5.38% |
$2.82K - $3.15K
|
704
$64.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-43- 5.38% |
$3.03K - $3.38K
|
757
$69.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 4.85% |
$3.25K - $3.62K
|
903
$83.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-47- 0.53% |
$3.32K - $3.7K
|
8.84K
$815K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-51- 1.14% |
$3.6K - $4.01K
|
4.41K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-52- 0.07% |
$3.67K - $4.09K
|
74.5K
$6.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-55- 1.01% |
$3.88K - $4.32K
|
5.39K
$497K
|