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 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4.7K- 1.24% |
$376K - $398K
|
374K
$33.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.73K- 15.8% |
$378K - $400K
|
25.2K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-4.77K- 5.31% |
$381K - $404K
|
85K
$7.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.98K- 25.24% |
$398K - $422K
|
14.8K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.14K- 10.21% |
$411K - $435K
|
45.2K
$4.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.19K- 6.01% |
$415K - $439K
|
81.2K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.23K- 20.58% |
$418K - $442K
|
20.2K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5.26K- 27.36% |
$420K - $445K
|
14K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.33K- 14.36% |
$426K - $451K
|
31.8K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-5.36K- 7.49% |
$428K - $454K
|
66.2K
$5.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.39K- 1.37% |
$431K - $456K
|
388K
$34.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.51K- 3.6% |
$441K - $467K
|
147K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-5.6K- 58.63% |
$447K - $474K
|
3.95K
$355K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-5.66K- 30.61% |
$453K - $479K
|
12.8K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.7K- 25.02% |
$455K - $482K
|
17.1K
$1.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.71K- 23.0% |
$456K - $483K
|
19.1K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.72K- 10.2% |
$457K - $484K
|
50.3K
$4.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-5.93K- 13.4% |
$474K - $501K
|
38.3K
$3.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.02K- 7.72% |
$481K - $510K
|
72K
$6.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.03K- 14.91% |
$482K - $511K
|
34.4K
$3.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-6.11K- 8.99% |
$488K - $517K
|
61.9K
$5.56M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.25K- 20.03% |
$499K - $529K
|
24.9K
$2.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.27K- 17.01% |
$501K - $530K
|
30.6K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.27K- 32.59% |
$501K - $530K
|
13K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.31K- 46.71% |
$504K - $534K
|
7.2K
$647K
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-6.37K- 6.52% |
$509K - $539K
|
91.3K
$8.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 2.97% |
$528K - $559K
|
216K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-6.82K- 18.98% |
$545K - $577K
|
29.1K
$2.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.97K- 0.66% |
$557K - $590K
|
1.04M
$93.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.03K- 11.7% |
$561K - $595K
|
53K
$4.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.06K- 93.34% |
$564K - $598K
|
504
$45.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.16K- 12.96% |
$572K - $606K
|
48K
$4.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.19K- 34.77% |
$574K - $608K
|
13.5K
$1.21M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.33K- 65.61% |
$586K - $621K
|
3.84K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.42K- 17.5% |
$593K - $628K
|
35K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.49K- 17.02% |
$598K - $634K
|
36.5K
$3.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.8K- 11.13% |
$623K - $660K
|
62.3K
$5.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-7.88K- 41.9% |
$630K - $667K
|
10.9K
$982K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.9K- 3.85% |
$631K - $668K
|
197K
$17.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.13K- 27.96% |
$650K - $688K
|
21K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.24K- 9.69% |
$658K - $697K
|
76.7K
$6.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8.28K- 14.36% |
$662K - $701K
|
49.4K
$4.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.61K- 3.33% |
$688K - $728K
|
250K
$22.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-9.19K- 6.33% |
$734K - $777K
|
136K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-9.2K- 2.66% |
$735K - $778K
|
337K
$30.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.4K- 53.22% |
$751K - $795K
|
8.26K
$742K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-9.54K- 17.76% |
$762K - $807K
|
44.2K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.7K- 6.34% |
$775K - $821K
|
143K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 6.53% |
$806K - $853K
|
144K
$13M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 3.13% |
$819K - $867K
|
317K
$28.5M
|