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 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.72K- 3.31% |
$289K - $311K
|
109K
$9.98M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.72K- 25.9% |
$290K - $311K
|
10.6K
$979K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.78K- 83.27% |
$295K - $316K
|
760
$69.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-3.84K- 51.73% |
$299K - $321K
|
3.59K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.92K- 38.13% |
$305K - $328K
|
6.36K
$585K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.99K- 3.73% |
$311K - $333K
|
103K
$9.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.01K- 96.21% |
$313K - $335K
|
158
$14.5K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.02K- 47.53% |
$313K - $336K
|
4.43K
$408K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.05K- 6.74% |
$315K - $338K
|
56K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.2K- 11.7% |
$327K - $351K
|
31.7K
$2.91M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.23K- 3.77% |
$329K - $354K
|
108K
$9.93M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-4.23K- 45.85% |
$330K - $354K
|
5K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.29K- 2.86% |
$334K - $359K
|
146K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-4.32K- 9.85% |
$337K - $361K
|
39.6K
$3.64M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.33K- 31.97% |
$337K - $362K
|
9.21K
$847K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-4.38K- 55.86% |
$341K - $366K
|
3.46K
$319K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.42K- 12.42% |
$344K - $370K
|
31.2K
$2.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-4.45K- 43.06% |
$347K - $372K
|
5.89K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.49K- 22.57% |
$350K - $375K
|
15.4K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.56K- 25.94% |
$355K - $381K
|
13K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4.59K- 16.24% |
$358K - $384K
|
23.7K
$2.18M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.6K- 41.79% |
$358K - $384K
|
6.41K
$589K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
SELL
|
- |
-4.62K- 9.46% |
$359K - $386K
|
44.2K
$4.07M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.62K- 13.38% |
$360K - $386K
|
29.9K
$2.75M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.63K- 57.34% |
$361K - $387K
|
3.45K
$317K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.64K- 28.87% |
$361K - $387K
|
11.4K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-4.67K- 4.9% |
$364K - $390K
|
90.7K
$8.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.74K- 16.2% |
$369K - $397K
|
24.5K
$2.26M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.94K- 13.26% |
$384K - $413K
|
32.3K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-4.97K- 2.12% |
$387K - $415K
|
230K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.04K- 3.91% |
$392K - $421K
|
124K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.07K- 27.12% |
$395K - $424K
|
13.6K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.17K- 10.28% |
$403K - $432K
|
45.1K
$4.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.26K- 11.87% |
$410K - $440K
|
39.1K
$3.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-5.35K- 6.85% |
$416K - $447K
|
72.7K
$6.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5.4K- 19.96% |
$420K - $451K
|
21.6K
$1.99M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-5.42K- 3.2% |
$422K - $453K
|
164K
$15.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.44K- 6.19% |
$423K - $455K
|
82.3K
$7.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-5.45K- 4.33% |
$424K - $455K
|
120K
$11.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-5.51K- 4.07% |
$429K - $460K
|
130K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.51K- 66.12% |
$429K - $461K
|
2.82K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.51K- 22.28% |
$429K - $461K
|
19.2K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5.62K- 26.87% |
$437K - $469K
|
15.3K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5.89K- 2.16% |
$459K - $492K
|
266K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.9K- 18.86% |
$460K - $493K
|
25.4K
$2.33M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6K- 4.6% |
$467K - $501K
|
124K
$11.4M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-6.31K- 9.86% |
$491K - $527K
|
57.7K
$5.3M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.31K- 7.57% |
$491K - $527K
|
77.1K
$7.09M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-6.36K- 8.69% |
$495K - $532K
|
66.8K
$6.15M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-6.39K- 2.69% |
$498K - $534K
|
231K
$21.3M
|