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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-285- 61.29% |
$22.8K - $24.1K
|
180
$16.3K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-287- 6.55% |
$22.9K - $24.3K
|
4.1K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-287- 1.85% |
$22.9K - $24.3K
|
15.2K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-288- 2.96% |
$23K - $24.4K
|
9.44K
$857K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-291- 1.21% |
$23.3K - $24.6K
|
23.8K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-291- 0.33% |
$23.3K - $24.6K
|
87K
$7.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-293- 1.77% |
$23.4K - $24.8K
|
16.2K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300- 4.64% |
$24K - $25.4K
|
6.17K
$559K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 1.63% |
$24K - $25.4K
|
18.1K
$1.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-311- 0.6% |
$24.9K - $26.3K
|
51.9K
$4.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-312- 5.54% |
$24.9K - $26.4K
|
5.32K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-312- 1.51% |
$24.9K - $26.4K
|
20.3K
$1.84M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-313- 11.29% |
$25K - $26.5K
|
2.46K
$223K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-316- 5.71% |
$25.3K - $26.7K
|
5.22K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-320- 1.48% |
$25.6K - $27.1K
|
21.3K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-325- 2.68% |
$26K - $27.5K
|
11.8K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-327- 0.78% |
$26.1K - $27.7K
|
41.7K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-328- 6.72% |
$26.2K - $27.8K
|
4.55K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-328- 1.44% |
$26.2K - $27.8K
|
22.4K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-331- 4.59% |
$26.5K - $28K
|
6.88K
$624K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-347- 9.81% |
$27.7K - $29.4K
|
3.19K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-353- 1.62% |
$28.2K - $29.9K
|
21.4K
$1.94M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-356- 2.22% |
$28.5K - $30.1K
|
15.7K
$1.42M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-366- 1.68% |
$29.3K - $31K
|
21.4K
$1.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-366- 5.17% |
$29.3K - $31K
|
6.71K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-366- 3.44% |
$29.3K - $31K
|
10.3K
$931K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-371- 3.12% |
$29.7K - $31.4K
|
11.5K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-379- 5.87% |
$30.3K - $32.1K
|
6.08K
$552K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-383- 7.75% |
$30.6K - $32.4K
|
4.56K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-384- 1.73% |
$30.7K - $32.5K
|
21.8K
$1.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-389- 1.06% |
$31.1K - $32.9K
|
36.3K
$3.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-392- 6.58% |
$31.3K - $33.2K
|
5.56K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-396- 11.14% |
$31.6K - $33.5K
|
3.16K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-399- 10.77% |
$31.9K - $33.8K
|
3.31K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-409- 1.48% |
$32.7K - $34.6K
|
27.1K
$2.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-410- 4.07% |
$32.8K - $34.7K
|
9.67K
$877K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-418- 9.64% |
$33.4K - $35.4K
|
3.92K
$355K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-418- 1.51% |
$33.4K - $35.4K
|
27.3K
$2.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-421- 20.01% |
$33.6K - $35.6K
|
1.68K
$153K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-423- 69.92% |
$33.8K - $35.8K
|
182
$16.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-432- 13.73% |
$34.5K - $36.6K
|
2.72K
$246K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-435- 13.62% |
$34.8K - $36.8K
|
2.76K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-438- 0.95% |
$35K - $37.1K
|
45.6K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-439- 11.74% |
$35.1K - $37.2K
|
3.3K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-442- 5.45% |
$35.3K - $37.4K
|
7.66K
$695K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-442- 5.45% |
$35.3K - $37.4K
|
7.66K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-447- 2.52% |
$35.7K - $37.8K
|
17.3K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-450- 2.82% |
$36K - $38.1K
|
15.5K
$1.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-450- 2.25% |
$36K - $38.1K
|
19.6K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-455- 28.02% |
$36.4K - $38.5K
|
1.17K
$106K
|