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 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-1.93K- 1.63% |
$154K - $164K
|
117K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.94K- 41.64% |
$155K - $164K
|
2.72K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.94K- 20.35% |
$155K - $164K
|
7.6K
$699K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.95K- 43.64% |
$156K - $165K
|
2.51K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.96K- 3.77% |
$157K - $166K
|
50K
$4.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.98K- 31.05% |
$158K - $167K
|
4.39K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.98K- 29.38% |
$158K - $168K
|
4.76K
$438K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 5.31% |
$164K - $173K
|
36.5K
$3.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.06K- 2.03% |
$164K - $174K
|
99.3K
$9.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.06K- 6.84% |
$164K - $174K
|
28K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-2.06K- 2.27% |
$165K - $175K
|
88.7K
$8.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-2.07K- 2.63% |
$165K - $175K
|
76.5K
$7.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.07K- 2.06% |
$166K - $176K
|
98.5K
$9.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.1K- 16.15% |
$168K - $178K
|
10.9K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.12K- 5.7% |
$169K - $179K
|
35K
$3.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 6.39% |
$171K - $181K
|
31.3K
$2.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.16K- 10.01% |
$172K - $182K
|
19.4K
$1.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.16K- 7.3% |
$173K - $183K
|
27.5K
$2.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.18K- 8.21% |
$174K - $184K
|
24.4K
$2.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 39.03% |
$176K - $187K
|
3.44K
$317K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.22K- 3.84% |
$177K - $188K
|
55.5K
$5.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-2.26K- 10.01% |
$181K - $192K
|
20.3K
$1.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.27K- 7.85% |
$181K - $192K
|
26.6K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.29K- 20.49% |
$183K - $194K
|
8.88K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.29K- 24.88% |
$183K - $194K
|
6.92K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.29K- 35.78% |
$183K - $194K
|
4.12K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.3K- 60.96% |
$184K - $195K
|
1.47K
$136K
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.36K- 5.03% |
$189K - $200K
|
44.5K
$4.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.4K- 49.64% |
$192K - $203K
|
2.44K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.43K- 2.59% |
$194K - $206K
|
91.3K
$8.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.46K- 7.6% |
$196K - $208K
|
29.8K
$2.74M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.47K- 3.43% |
$198K - $209K
|
69.5K
$6.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.49K- 22.53% |
$199K - $211K
|
8.56K
$787K
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-2.51K- 4.16% |
$201K - $213K
|
57.9K
$5.32M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.53K- 15.6% |
$202K - $214K
|
13.7K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.54K- 12.56% |
$203K - $215K
|
17.6K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.55K- 40.6% |
$204K - $216K
|
3.73K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.57K- 15.36% |
$205K - $217K
|
14.2K
$1.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.67K- 18.95% |
$213K - $226K
|
11.4K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.68K- 2.79% |
$214K - $227K
|
93.3K
$8.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.76K- 2.56% |
$221K - $234K
|
105K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-2.76K- 79.79% |
$221K - $234K
|
700
$64.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-2.77K- 20.03% |
$221K - $234K
|
11K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-2.8K- 9.66% |
$224K - $237K
|
26.2K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.81K- 2.17% |
$225K - $238K
|
127K
$11.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.81K- 10.39% |
$225K - $238K
|
24.3K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.85K- 3.74% |
$227K - $241K
|
73.3K
$6.74M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.88K- 5.34% |
$230K - $244K
|
51.1K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.89K- 1.95% |
$231K - $245K
|
146K
$13.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3K- 1.71% |
$239K - $253K
|
172K
$15.8M
|