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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.4K- 40.35% |
$830K - $879K
|
15.4K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 2.56% |
$861K - $912K
|
409K
$36.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.8K- 3.98% |
$866K - $917K
|
262K
$23.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-10.9K- 9.89% |
$868K - $919K
|
98.9K
$8.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-11.1K- 34.39% |
$884K - $936K
|
21.1K
$1.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-11.3K- 29.89% |
$902K - $955K
|
26.5K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.3K- 3.5% |
$903K - $956K
|
312K
$28M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11.5K- 7.92% |
$920K - $974K
|
134K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-12.1K- 81.18% |
$967K - $1.02M
|
2.81K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.3K- 5.01% |
$986K - $1.04M
|
234K
$21M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-12.5K- 3.53% |
$995K - $1.05M
|
340K
$30.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-12.5K- 64.69% |
$1M - $1.06M
|
6.84K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.8K- 43.89% |
$1.03M - $1.09M
|
16.4K
$1.47M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-13.2K- 72.1% |
$1.05M - $1.12M
|
5.1K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13.5K- 18.79% |
$1.08M - $1.15M
|
58.5K
$5.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-13.9K- 50.25% |
$1.11M - $1.17M
|
13.7K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-14.3K- 5.24% |
$1.14M - $1.21M
|
258K
$23.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-14.6K- 45.82% |
$1.16M - $1.23M
|
17.2K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-15.1K- 35.57% |
$1.21M - $1.28M
|
27.4K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-15.4K- 4.58% |
$1.23M - $1.31M
|
321K
$28.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-15.6K- 45.53% |
$1.25M - $1.32M
|
18.6K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.8K- 21.75% |
$1.26M - $1.33M
|
56.7K
$5.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-15.8K- 46.61% |
$1.26M - $1.33M
|
18.1K
$1.62M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-15.9K- 30.39% |
$1.27M - $1.35M
|
36.5K
$3.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-16.2K- 23.85% |
$1.29M - $1.37M
|
51.6K
$4.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-17.1K- 29.85% |
$1.37M - $1.45M
|
40.2K
$3.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-17.3K- 23.86% |
$1.38M - $1.46M
|
55.1K
$4.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-17.3K- 22.45% |
$1.38M - $1.46M
|
59.8K
$5.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17.7K- 14.27% |
$1.41M - $1.5M
|
106K
$9.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.9K- 26.25% |
$1.43M - $1.52M
|
50.4K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-18.2K- 30.11% |
$1.45M - $1.54M
|
42.2K
$3.79M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19K- 17.62% |
$1.52M - $1.61M
|
89K
$7.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-19.3K- 10.07% |
$1.54M - $1.63M
|
172K
$15.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-19.5K- 89.05% |
$1.56M - $1.65M
|
2.4K
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-19.5K- 9.97% |
$1.56M - $1.65M
|
176K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-19.8K- 65.38% |
$1.58M - $1.67M
|
10.5K
$941K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-20.4K- 4.8% |
$1.63M - $1.72M
|
404K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.5K- 16.5% |
$1.64M - $1.74M
|
104K
$9.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-20.8K- 37.86% |
$1.66M - $1.76M
|
34.1K
$3.06M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-24K- 16.83% |
$1.92M - $2.03M
|
119K
$10.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24.4K- 4.44% |
$1.95M - $2.06M
|
525K
$47.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-24.4K- 26.17% |
$1.95M - $2.07M
|
68.9K
$6.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24.6K- 66.02% |
$1.96M - $2.08M
|
12.6K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25.3K- 4.11% |
$2.02M - $2.14M
|
589K
$53M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-25.3K- 46.38% |
$2.02M - $2.14M
|
29.3K
$2.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25.9K- 34.47% |
$2.07M - $2.2M
|
49.3K
$4.43M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.3K- 31.96% |
$2.1M - $2.23M
|
56K
$5.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-26.4K- 7.91% |
$2.11M - $2.24M
|
308K
$27.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27K- 18.89% |
$2.16M - $2.29M
|
116K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-27.4K- 2.1% |
$2.19M - $2.32M
|
1.28M
$115M
|