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 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-455- 28.02% |
$36.4K - $38.5K
|
1.17K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-456- 7.7% |
$36.4K - $38.6K
|
5.46K
$502K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-462- 4.31% |
$36.9K - $39.1K
|
10.3K
$944K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-465- 0.9% |
$37.2K - $39.4K
|
51.5K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-474- 7.21% |
$37.9K - $40.1K
|
6.1K
$561K
|
|
|
Jul 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
SELL
|
- |
-477- 0.32% |
$38.1K - $40.4K
|
148K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-480- 1.14% |
$38.4K - $40.6K
|
41.7K
$3.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-490- 12.61% |
$39.2K - $41.5K
|
3.4K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-494- 9.42% |
$39.5K - $41.8K
|
4.75K
$437K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-498- 1.75% |
$39.8K - $42.1K
|
28K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-500- 15.53% |
$40K - $42.3K
|
2.72K
$250K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-501- 8.68% |
$40K - $42.4K
|
5.27K
$485K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-503- 45.11% |
$40.2K - $42.6K
|
612
$56.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-505- 4.37% |
$40.4K - $42.7K
|
11K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-507- 9.36% |
$40.5K - $42.9K
|
4.91K
$452K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-513- 3.17% |
$41K - $43.4K
|
15.7K
$1.44M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-521- 5.86% |
$41.6K - $44.1K
|
8.37K
$769K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-523- 4.58% |
$41.8K - $44.3K
|
10.9K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-531- 8.79% |
$42.4K - $44.9K
|
5.51K
$507K
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-533- 8.9% |
$42.6K - $45.1K
|
5.45K
$501K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-534- 3.47% |
$42.7K - $45.2K
|
14.9K
$1.37M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-567- 1.59% |
$45.3K - $48K
|
35.2K
$3.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-568- 5.91% |
$45.4K - $48.1K
|
9.04K
$831K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-571- 0.52% |
$45.6K - $48.3K
|
109K
$10M
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-576- 14.36% |
$46K - $48.7K
|
3.44K
$316K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-594- 3.04% |
$47.5K - $50.3K
|
18.9K
$1.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-595- 2.24% |
$47.6K - $50.4K
|
26K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-609- 62.85% |
$48.7K - $51.5K
|
360
$33.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-610- 1.01% |
$48.8K - $51.6K
|
59.8K
$5.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-619- 14.24% |
$49.5K - $52.4K
|
3.73K
$343K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-620- 2.44% |
$49.6K - $52.5K
|
24.8K
$2.28M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-628- 10.69% |
$50.2K - $53.1K
|
5.25K
$482K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-633- 1.31% |
$50.6K - $53.6K
|
47.7K
$4.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-639- 0.34% |
$51.1K - $54.1K
|
189K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-658- 1.66% |
$52.6K - $55.7K
|
38.9K
$3.58M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-666- 2.59% |
$53.2K - $56.4K
|
25K
$2.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-687- 3.75% |
$54.9K - $58.1K
|
17.6K
$1.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-700- 8.79% |
$55.9K - $59.2K
|
7.26K
$668K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-702- 12.07% |
$56.1K - $59.4K
|
5.11K
$470K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-703- 4.48% |
$56.2K - $59.5K
|
15K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-703- 2.2% |
$56.2K - $59.5K
|
31.2K
$2.87M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-708- 2.42% |
$56.6K - $59.9K
|
28.6K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-709- 0.72% |
$56.7K - $60K
|
98.2K
$9.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-723- 15.43% |
$57.8K - $61.2K
|
3.96K
$364K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-735- 4.67% |
$58.7K - $62.2K
|
15K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-736- 0.57% |
$58.8K - $62.3K
|
129K
$11.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-739- 0.4% |
$59.1K - $62.5K
|
185K
$17M
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-750- 6.07% |
$59.9K - $63.5K
|
11.6K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-763- 18.92% |
$61K - $64.6K
|
3.27K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-763- 20.81% |
$61K - $64.6K
|
2.9K
$267K
|