Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-582- 2.21% |
$45.3K - $48.6K
|
25.7K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-586- 3.51% |
$45.6K - $49K
|
16.1K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-587- 14.06% |
$45.7K - $49.1K
|
3.59K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-597- 10.66% |
$46.5K - $49.9K
|
5K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-602- 4.35% |
$46.9K - $50.3K
|
13.2K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-612- 10.06% |
$47.7K - $51.2K
|
5.47K
$492K
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-615- 0.57% |
$47.9K - $51.4K
|
108K
$9.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-631- 3.11% |
$49.1K - $52.7K
|
19.7K
$1.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-637- 9.12% |
$49.6K - $53.2K
|
6.35K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-637- 1.73% |
$49.6K - $53.2K
|
36.1K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-638- 0.9% |
$49.7K - $53.3K
|
70.2K
$6.31M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-639- 3.84% |
$49.8K - $53.4K
|
16K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-640- 3.57% |
$49.8K - $53.5K
|
17.3K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-643- 14.2% |
$50.1K - $53.7K
|
3.89K
$349K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-653- 2.79% |
$50.8K - $54.6K
|
22.7K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-659- 4.1% |
$51.3K - $55.1K
|
15.4K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-661- 4.04% |
$51.5K - $55.2K
|
15.7K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-664- 46.63% |
$51.7K - $55.5K
|
760
$68.3K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-667- 22.93% |
$51.9K - $55.7K
|
2.24K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-679- 3.58% |
$52.9K - $56.8K
|
18.3K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-686- 32.27% |
$53.4K - $57.3K
|
1.44K
$129K
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-695- 1.29% |
$54.1K - $58.1K
|
53.3K
$4.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-710- 22.36% |
$55.3K - $59.3K
|
2.47K
$222K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-727- 1.92% |
$56.6K - $60.8K
|
37.1K
$3.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-738- 1.02% |
$57.5K - $61.7K
|
71.7K
$6.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-744- 1.56% |
$57.9K - $62.2K
|
46.9K
$4.21M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-748- 24.49% |
$58.2K - $62.5K
|
2.31K
$207K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-750- 14.72% |
$58.4K - $62.7K
|
4.34K
$390K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-755- 39.28% |
$58.8K - $63.1K
|
1.17K
$105K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-755- 0.64% |
$58.8K - $63.1K
|
118K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-759- 0.37% |
$59.1K - $63.4K
|
202K
$18.2M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-761- 96.57% |
$59.3K - $63.6K
|
27
$2.43K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-764- 17.76% |
$59.5K - $63.9K
|
3.54K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-771- 6.26% |
$60K - $64.4K
|
11.5K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-817- 18.69% |
$63.6K - $68.3K
|
3.55K
$319K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-834- 64.2% |
$64.9K - $69.7K
|
465
$41.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-837- 2.56% |
$65.2K - $70K
|
31.9K
$2.87M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
SELL
|
- |
-838- 20.79% |
$65.2K - $70K
|
3.19K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-845- 76.47% |
$65.8K - $70.6K
|
260
$23.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-846- 2.69% |
$65.9K - $70.7K
|
30.6K
$2.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-858- 5.48% |
$66.8K - $71.7K
|
14.8K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-858- 12.21% |
$66.8K - $71.7K
|
6.17K
$554K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-859- 5.18% |
$66.9K - $71.8K
|
15.7K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-873- 24.39% |
$68K - $73K
|
2.71K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-876- 12.89% |
$68.2K - $73.2K
|
5.92K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-892- 5.96% |
$69.5K - $74.6K
|
14.1K
$1.27M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-900- 23.17% |
$70.1K - $75.2K
|
2.98K
$268K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-924- 1.33% |
$71.9K - $77.2K
|
68.4K
$6.14M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-928- 2.79% |
$72.3K - $77.6K
|
32.3K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-928- 55.34% |
$72.3K - $77.6K
|
749
$67.3K
|