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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-931- 76.25% |
$72.5K - $77.8K
|
290
$26.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
SELL
|
- |
-936- 1.03% |
$72.9K - $78.2K
|
89.8K
$8.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-945- 8.31% |
$73.6K - $79K
|
10.4K
$936K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-956- 0.4% |
$74.4K - $79.9K
|
236K
$21.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-958- 19.35% |
$74.6K - $80.1K
|
3.99K
$359K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-965- 8.29% |
$75.1K - $80.7K
|
10.7K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-969- 17.82% |
$75.4K - $81K
|
4.47K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-974- 3.18% |
$75.8K - $81.4K
|
29.6K
$2.66M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-993- 2.63% |
$77.3K - $83K
|
36.8K
$3.31M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.02K- 6.16% |
$79.7K - $85.5K
|
15.6K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.03K- 2.48% |
$80.1K - $86K
|
40.5K
$3.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.04K- 14.45% |
$80.7K - $86.7K
|
6.14K
$551K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-1.04K- 1.31% |
$80.7K - $86.7K
|
78.2K
$7.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.05K- 7.9% |
$81.4K - $87.3K
|
12.2K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.05K- 3.16% |
$81.8K - $87.8K
|
32.2K
$2.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.06K- 15.44% |
$82.7K - $88.8K
|
5.82K
$523K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 9.24% |
$84.1K - $90.3K
|
10.6K
$953K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.09K- 19.64% |
$84.9K - $91.1K
|
4.46K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.11K- 6.4% |
$86.2K - $92.5K
|
16.2K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.13K- 2.99% |
$88.3K - $94.8K
|
36.8K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-1.15K- 92.24% |
$89.8K - $96.4K
|
97
$8.72K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.16K- 1.52% |
$90.5K - $97.1K
|
75.3K
$6.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.19K- 3.99% |
$92.3K - $99K
|
28.5K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 0.92% |
$92.4K - $99.2K
|
128K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.19K- 3.16% |
$93K - $99.8K
|
36.6K
$3.29M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.2K- 13.56% |
$93.3K - $100K
|
7.64K
$686K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-1.2K- 14.27% |
$93.7K - $101K
|
7.24K
$650K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.26K- 4.13% |
$97.9K - $105K
|
29.2K
$2.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.27K- 3.33% |
$98.5K - $106K
|
36.7K
$3.3M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.3K- 2.51% |
$101K - $108K
|
50.4K
$4.53M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.31K- 6.37% |
$102K - $109K
|
19.2K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.32K- 5.49% |
$103K - $110K
|
22.7K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.34K- 3.07% |
$104K - $112K
|
42.2K
$3.79M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.34K- 7.92% |
$105K - $112K
|
15.6K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 4.44% |
$106K - $114K
|
29.3K
$2.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.38K- 12.07% |
$108K - $116K
|
10.1K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.39K- 6.32% |
$108K - $116K
|
20.6K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.4K- 2.82% |
$109K - $117K
|
48.3K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.44K- 2.55% |
$112K - $121K
|
55.2K
$4.96M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.47K- 17.2% |
$114K - $123K
|
7.07K
$636K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.51K- 0.14% |
$118K - $126K
|
1.05M
$94.5M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.53K- 20.55% |
$119K - $128K
|
5.92K
$532K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.53K- 34.54% |
$119K - $128K
|
2.9K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.53K- 7.73% |
$119K - $128K
|
18.3K
$1.64M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.56K- 13.98% |
$121K - $130K
|
9.58K
$860K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.56K- 11.17% |
$121K - $130K
|
12.4K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 0.6% |
$121K - $130K
|
259K
$23.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.57K- 3.02% |
$122K - $131K
|
50.6K
$4.54M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.6K- 3.36% |
$125K - $134K
|
46K
$4.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.6K- 16.66% |
$125K - $134K
|
8.01K
$719K
|