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 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-28.2K- 32.64% |
$2.25M - $2.39M
|
58.2K
$5.23M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-28.2K- 11.27% |
$2.26M - $2.39M
|
222K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.3K- 30.88% |
$2.42M - $2.56M
|
67.7K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-30.9K- 52.66% |
$2.47M - $2.62M
|
27.8K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-31.6K- 93.84% |
$2.52M - $2.67M
|
2.07K
$186K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-32K- 3.6% |
$2.56M - $2.71M
|
855K
$76.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-32.8K- 59.46% |
$2.62M - $2.78M
|
22.4K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-33.5K- 84.04% |
$2.68M - $2.84M
|
6.37K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-37.2K- 15.19% |
$2.97M - $3.15M
|
208K
$18.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-37.4K- 39.38% |
$2.99M - $3.17M
|
57.6K
$5.17M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-37.7K- 50.11% |
$3.01M - $3.19M
|
37.5K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38.1K- 35.81% |
$3.04M - $3.22M
|
68.3K
$6.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-39.5K- 39.31% |
$3.16M - $3.34M
|
61K
$5.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-41.8K- 66.77% |
$3.34M - $3.54M
|
20.8K
$1.87M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-42.7K- 18.01% |
$3.41M - $3.61M
|
194K
$17.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-43.2K- 40.38% |
$3.45M - $3.66M
|
63.8K
$5.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-43.4K- 30.32% |
$3.47M - $3.67M
|
99.7K
$8.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
SELL
|
- |
-48.7K- 45.87% |
$3.89M - $4.12M
|
57.4K
$5.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-49.2K- 31.31% |
$3.93M - $4.17M
|
108K
$9.71M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-50.5K- 13.32% |
$4.04M - $4.28M
|
329K
$29.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-51.4K- 2.71% |
$4.11M - $4.35M
|
1.84M
$166M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-51.6K- 8.31% |
$4.12M - $4.36M
|
569K
$51.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-52.8K- 4.29% |
$4.22M - $4.47M
|
1.18M
$106M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-60.8K- 4.8% |
$4.86M - $5.15M
|
1.21M
$108M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-63.5K- 5.83% |
$5.07M - $5.37M
|
1.03M
$92.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-63.5K- 59.14% |
$5.08M - $5.38M
|
43.9K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-64K- 2.44% |
$5.12M - $5.42M
|
2.56M
$230M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65.1K- 50.71% |
$5.2M - $5.51M
|
63.3K
$5.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-68.4K- 87.44% |
$5.46M - $5.79M
|
9.82K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86.3K- 11.46% |
$6.9M - $7.31M
|
667K
$59.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-94.2K- 82.37% |
$7.53M - $7.97M
|
20.2K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-94.7K- 58.93% |
$7.57M - $8.02M
|
66K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-95.9K- 5.21% |
$7.66M - $8.12M
|
1.75M
$157M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99.6K- 4.11% |
$7.96M - $8.43M
|
2.32M
$209M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-104K- 74.61% |
$8.34M - $8.84M
|
35.5K
$3.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-106K- 43.24% |
$8.45M - $8.95M
|
139K
$12.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-115K- 32.26% |
$9.15M - $9.69M
|
241K
$21.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-123K- 62.56% |
$9.81M - $10.4M
|
73.5K
$6.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-141KClosed |
$11.3M - $11.9M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 12.81% |
$11.7M - $12.4M
|
995K
$89.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-147K- 3.62% |
$11.7M - $12.4M
|
3.92M
$352M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-150K- 41.74% |
$12M - $12.7M
|
209K
$18.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-154K- 29.74% |
$12.3M - $13M
|
364K
$32.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-161K- 49.38% |
$12.9M - $13.6M
|
165K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-178K- 66.71% |
$14.2M - $15.1M
|
88.9K
$7.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-185K- 4.6% |
$14.8M - $15.7M
|
3.85M
$346M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-192K- 4.33% |
$15.3M - $16.3M
|
4.24M
$381M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-194K- 63.31% |
$15.5M - $16.5M
|
113K
$10.1M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-206K- 93.6% |
$16.4M - $17.4M
|
14.1K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-239K- 49.79% |
$19.1M - $20.2M
|
241K
$21.7M
|