Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-136- 1.86% |
$10.9K - $11.5K
|
7.18K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-140- 2.14% |
$11.2K - $11.8K
|
6.42K
$582K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-141- 78.77% |
$11.3K - $11.9K
|
38
$3.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-144- 5.74% |
$11.5K - $12.2K
|
2.36K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-145- 3.56% |
$11.6K - $12.3K
|
3.93K
$356K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-146- 14.5% |
$11.7K - $12.4K
|
861
$78.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-147- 4.73% |
$11.7K - $12.4K
|
2.96K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-147- 2.49% |
$11.7K - $12.4K
|
5.75K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-148- 3.3% |
$11.8K - $12.5K
|
4.33K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-149- 1.76% |
$11.9K - $12.6K
|
8.33K
$756K
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-151- 0.22% |
$12.1K - $12.8K
|
68.9K
$6.25M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-152- 1.57% |
$12.1K - $12.9K
|
9.54K
$865K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-152- 0.59% |
$12.1K - $12.9K
|
25.4K
$2.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-155- 0.75% |
$12.4K - $13.1K
|
20.5K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-158- 5.69% |
$12.6K - $13.4K
|
2.62K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-158- 2.52% |
$12.6K - $13.4K
|
6.12K
$555K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-165- 2.97% |
$13.2K - $14K
|
5.39K
$489K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-165- 25.5% |
$13.2K - $14K
|
482
$43.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-175- 5.28% |
$14K - $14.8K
|
3.14K
$285K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-176- 4.07% |
$14.1K - $14.9K
|
4.14K
$376K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-178- 3.29% |
$14.2K - $15.1K
|
5.23K
$475K
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-178- 12.07% |
$14.2K - $15.1K
|
1.3K
$118K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-179- 1.07% |
$14.3K - $15.1K
|
16.5K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-181- 4.3% |
$14.5K - $15.3K
|
4.03K
$365K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-182- 0.28% |
$14.5K - $15.4K
|
64.3K
$5.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-184- 2.36% |
$14.7K - $15.6K
|
7.6K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-187- 2.33% |
$14.9K - $15.8K
|
7.82K
$710K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-191- 2.6% |
$15.3K - $16.2K
|
7.15K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-194- 25.43% |
$15.5K - $16.4K
|
569
$51.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-197- 39.64% |
$15.7K - $16.7K
|
300
$27.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-200- 6.88% |
$16K - $16.9K
|
2.71K
$245K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-200- 5.59% |
$16K - $16.9K
|
3.38K
$306K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-202- 0.39% |
$16.1K - $17.1K
|
51.2K
$4.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-203- 2.01% |
$16.2K - $17.2K
|
9.89K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-207- 0.55% |
$16.5K - $17.5K
|
37.6K
$3.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-214- 1.2% |
$17.1K - $18.1K
|
17.6K
$1.6M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-215- 6.77% |
$17.2K - $18.2K
|
2.96K
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-218- 0.8% |
$17.4K - $18.4K
|
27.1K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-218- 0.86% |
$17.4K - $18.4K
|
25K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-226- 8.45% |
$18.1K - $19.1K
|
2.45K
$222K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-232- 1.93% |
$18.5K - $19.6K
|
11.8K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-244- 2.4% |
$19.5K - $20.6K
|
9.91K
$899K
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-245- 1.7% |
$19.6K - $20.7K
|
14.1K
$1.28M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-246- 2.95% |
$19.7K - $20.8K
|
8.09K
$734K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-247- 14.18% |
$19.7K - $20.9K
|
1.5K
$136K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-247- 3.58% |
$19.7K - $20.9K
|
6.66K
$604K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-250- 3.33% |
$20K - $21.2K
|
7.27K
$659K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-251- 1.15% |
$20.1K - $21.2K
|
21.6K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-267- 9.74% |
$21.3K - $22.6K
|
2.48K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-279- 1.58% |
$22.3K - $23.6K
|
17.4K
$1.57M
|