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
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.01K- 3.82% |
$240K - $254K
|
75.7K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-3.07K- 4.28% |
$245K - $260K
|
68.6K
$6.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 7.32% |
$251K - $265K
|
39.7K
$3.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-3.16K- 2.63% |
$253K - $268K
|
117K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.16K- 0.42% |
$253K - $268K
|
747K
$67.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.21K- 1.34% |
$257K - $272K
|
237K
$21.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.25K- 97.19% |
$260K - $275K
|
94
$8.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-3.3K- 28.47% |
$264K - $279K
|
8.29K
$745K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.34K- 9.86% |
$267K - $282K
|
30.5K
$2.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.38K- 12.73% |
$270K - $286K
|
23.2K
$2.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-3.4K- 9.62% |
$272K - $288K
|
31.9K
$2.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-3.42K- 1.56% |
$273K - $289K
|
215K
$19.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.44K- 10.48% |
$275K - $291K
|
29.4K
$2.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-3.49K- 52.94% |
$279K - $295K
|
3.1K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.5K- 5.36% |
$279K - $296K
|
61.8K
$5.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.5K- 1.32% |
$280K - $296K
|
263K
$23.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.52K- 13.31% |
$281K - $298K
|
22.9K
$2.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.54K- 11.57% |
$283K - $299K
|
27K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.64K- 15.04% |
$291K - $308K
|
20.6K
$1.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.64K- 1.59% |
$291K - $308K
|
226K
$20.3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.68K- 69.08% |
$294K - $311K
|
1.65K
$148K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.7K- 12.54% |
$296K - $313K
|
25.8K
$2.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.71K- 13.84% |
$296K - $314K
|
23.1K
$2.07M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
SELL
|
- |
-3.71K- 6.96% |
$297K - $314K
|
49.6K
$4.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.74K- 93.88% |
$299K - $317K
|
244
$21.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.75K- 24.52% |
$300K - $317K
|
11.5K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
SELL
|
- |
-3.85K- 41.8% |
$308K - $326K
|
5.36K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 2.36% |
$308K - $327K
|
159K
$14.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.86K- 8.56% |
$309K - $327K
|
41.3K
$3.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.87K- 50.0% |
$309K - $327K
|
3.87K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.88K- 40.48% |
$310K - $328K
|
5.7K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.88K- 17.78% |
$310K - $328K
|
17.9K
$1.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.88K- 66.77% |
$310K - $328K
|
1.93K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.89K- 3.57% |
$311K - $329K
|
105K
$9.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.91K- 5.51% |
$313K - $331K
|
67.1K
$6.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.01K- 17.2% |
$321K - $340K
|
19.3K
$1.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.09K- 13.78% |
$326K - $346K
|
25.6K
$2.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.23K- 23.89% |
$338K - $358K
|
13.5K
$1.21M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-4.23K- 34.99% |
$338K - $358K
|
7.86K
$706K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.25K- 59.77% |
$339K - $359K
|
2.86K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.29K- 8.76% |
$343K - $363K
|
44.7K
$4.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-4.29K- 38.83% |
$343K - $363K
|
6.76K
$608K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 1.68% |
$348K - $368K
|
255K
$22.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-4.39K- 55.78% |
$351K - $372K
|
3.48K
$313K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.45K- 13.1% |
$356K - $377K
|
29.5K
$2.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.54K- 14.33% |
$363K - $384K
|
27.1K
$2.44M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.57K- 9.91% |
$365K - $386K
|
41.5K
$3.73M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 1.93% |
$365K - $387K
|
232K
$20.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.57K- 9.93% |
$365K - $387K
|
41.5K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.64K- 5.73% |
$371K - $393K
|
76.4K
$6.87M
|