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
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
24.3KNew |
$1.94M - $2.05M
|
24.3K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
23.2K+ 208.84% |
$1.86M - $1.97M
|
34.3K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23K+ 1.1% |
$1.84M - $1.95M
|
2.12M
$195M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
22.4K+ 1.43% |
$1.79M - $1.9M
|
1.59M
$147M
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
21.7KNew |
$1.74M - $1.84M
|
21.7K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
20KNew |
$1.6M - $1.69M
|
20K
$1.84M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
17.3KNew |
$1.38M - $1.46M
|
17.3K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
17KNew |
$1.36M - $1.44M
|
17K
$1.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 33.36% |
$1.34M - $1.42M
|
66.9K
$6.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16.5K+ 482.02% |
$1.32M - $1.4M
|
20K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16.4K+ 5.69% |
$1.31M - $1.39M
|
305K
$28M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.3KNew |
$1.3M - $1.38M
|
16.3K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.2K+ 4.96% |
$1.29M - $1.37M
|
343K
$31.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
16.1KNew |
$1.29M - $1.36M
|
16.1K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15.6K+ 13.83% |
$1.25M - $1.32M
|
129K
$11.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
15.6K+ 82.14% |
$1.25M - $1.32M
|
34.6K
$3.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.6K+ 93.19% |
$1.24M - $1.32M
|
32.3K
$2.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.2K+ 49.87% |
$1.22M - $1.29M
|
45.7K
$4.21M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
15.2K+ 28.28% |
$1.21M - $1.29M
|
69K
$6.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
15.1K+ 25.13% |
$1.21M - $1.28M
|
75.1K
$6.9M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.1K+ 17.82% |
$1.2M - $1.27M
|
99.6K
$9.16M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
14.4KNew |
$1.15M - $1.22M
|
14.4K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8K+ 101.3% |
$1.1M - $1.17M
|
27.5K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 7.33% |
$1.02M - $1.08M
|
187K
$17.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.4K+ 4.2% |
$991K - $1.05M
|
308K
$28.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.2K+ 83.77% |
$977K - $1.03M
|
26.8K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.6KNew |
$928K - $983K
|
11.6K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
11.6KNew |
$925K - $979K
|
11.6K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
11.3KNew |
$907K - $960K
|
11.3K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.1KNew |
$883K - $936K
|
11.1K
$1.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.6K+ 26.77% |
$845K - $895K
|
50.1K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.81K+ 1.54% |
$784K - $830K
|
648K
$59.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
9.55K+ 4.2% |
$763K - $808K
|
237K
$21.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.19KNew |
$734K - $777K
|
9.19K
$845K
|
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
9.1K+ 26.08% |
$727K - $770K
|
44K
$4.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
9.01KNew |
$720K - $762K
|
9.01K
$828K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.46K+ 13.82% |
$676K - $716K
|
69.7K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.41K+ 2.26% |
$672K - $712K
|
380K
$35M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.38KNew |
$669K - $709K
|
8.38K
$770K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.26KNew |
$660K - $699K
|
8.26K
$759K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.12KNew |
$649K - $687K
|
8.12K
$747K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.89KNew |
$630K - $667K
|
7.89K
$725K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
7.44K+ 44.33% |
$594K - $629K
|
24.2K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
7.18KNew |
$574K - $607K
|
7.18K
$660K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
7.08K+ 3.06% |
$566K - $599K
|
238K
$21.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.83K+ 3.23% |
$546K - $578K
|
218K
$20.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.77KNew |
$541K - $573K
|
6.77K
$623K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
6.7K+ 45.27% |
$536K - $567K
|
21.5K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.65K+ 11.28% |
$532K - $563K
|
65.6K
$6.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.63K+ 5.08% |
$530K - $561K
|
137K
$12.6M
|