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 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-10.9K- 4.73% |
$846K - $908K
|
219K
$19.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-10.9K- 15.26% |
$848K - $910K
|
60.5K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-11.3K- 5.58% |
$881K - $946K
|
191K
$17.2M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-11.6K- 22.23% |
$901K - $967K
|
40.5K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.6K- 7.23% |
$901K - $967K
|
149K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-11.6K- 46.34% |
$905K - $972K
|
13.5K
$1.21M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-12.2K- 18.96% |
$946K - $1.02M
|
52K
$4.67M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-12.3K- 15.38% |
$954K - $1.02M
|
67.4K
$6.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-12.4K- 12.56% |
$967K - $1.04M
|
86.4K
$7.76M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-13K- 37.48% |
$1.02M - $1.09M
|
21.7K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 16.18% |
$1.07M - $1.15M
|
71K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-13.9K- 19.12% |
$1.08M - $1.16M
|
58.8K
$5.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-14K- 11.52% |
$1.09M - $1.17M
|
107K
$9.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14K- 27.37% |
$1.09M - $1.17M
|
37.1K
$3.34M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.3K- 27.4% |
$1.11M - $1.19M
|
37.9K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 29.96% |
$1.11M - $1.2M
|
33.4K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.5K- 0.63% |
$1.13M - $1.21M
|
2.29M
$206M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-14.6K- 6.21% |
$1.14M - $1.22M
|
220K
$19.8M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.7K- 49.65% |
$1.14M - $1.23M
|
14.9K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14.9K- 71.91% |
$1.16M - $1.24M
|
5.81K
$522K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-15.5K- 3.93% |
$1.21M - $1.3M
|
379K
$34.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-15.7K- 72.16% |
$1.22M - $1.31M
|
6.04K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.9K- 2.86% |
$1.24M - $1.33M
|
541K
$48.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-16K- 29.84% |
$1.24M - $1.33M
|
37.5K
$3.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-16.1K- 77.47% |
$1.25M - $1.35M
|
4.69K
$421K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-16.2K- 52.61% |
$1.26M - $1.35M
|
14.6K
$1.31M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-16.4K- 13.73% |
$1.27M - $1.37M
|
103K
$9.23M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-17.2K- 4.19% |
$1.34M - $1.44M
|
394K
$35.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-17.8K- 26.11% |
$1.39M - $1.49M
|
50.3K
$4.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-18.8K- 33.26% |
$1.46M - $1.57M
|
37.8K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.9K- 61.02% |
$1.47M - $1.58M
|
12.1K
$1.09M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-20K- 4.48% |
$1.56M - $1.67M
|
427K
$38.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-20.4K- 9.03% |
$1.59M - $1.7M
|
205K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 7.42% |
$1.61M - $1.73M
|
258K
$23.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-20.9K- 65.37% |
$1.62M - $1.74M
|
11.1K
$993K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-20.9K- 65.41% |
$1.63M - $1.75M
|
11.1K
$993K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-21.1K- 83.38% |
$1.64M - $1.76M
|
4.21K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.4K- 12.69% |
$1.67M - $1.79M
|
147K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-21.6K- 44.58% |
$1.68M - $1.8M
|
26.8K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-22.6K- 38.95% |
$1.76M - $1.89M
|
35.5K
$3.19M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-22.7K- 57.6% |
$1.77M - $1.9M
|
16.7K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-22.8K- 29.69% |
$1.77M - $1.9M
|
54K
$4.85M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-23.8K- 5.32% |
$1.86M - $1.99M
|
425K
$38.1M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.9K- 87.52% |
$1.86M - $2M
|
3.41K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 36.54% |
$1.9M - $2.04M
|
42.4K
$3.81M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-26K- 46.24% |
$2.02M - $2.17M
|
30.2K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-26.3K- 3.38% |
$2.05M - $2.2M
|
750K
$67.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27K- 7.48% |
$2.1M - $2.26M
|
334K
$30M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.3K- 71.87% |
$2.13M - $2.28M
|
10.7K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-27.6K- 34.52% |
$2.15M - $2.31M
|
52.4K
$4.71M
|