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 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-239K- 49.79% |
$19.1M - $20.2M
|
241K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-278K- 31.98% |
$22.2M - $23.5M
|
591K
$54.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-302K- 5.47% |
$24.2M - $25.6M
|
5.22M
$480M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-314K- 36.45% |
$25.1M - $26.5M
|
547K
$50.3M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-328K- 98.7% |
$26.2M - $27.7M
|
4.32K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-399K- 7.37% |
$31.9M - $33.8M
|
5.01M
$461M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-420K- 98.39% |
$33.5M - $35.5M
|
6.86K
$631K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-433K- 39.7% |
$34.6M - $36.7M
|
658K
$60.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-521K- 19.84% |
$41.7M - $44.1M
|
2.11M
$194M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-659K- 23.34% |
$52.7M - $55.8M
|
2.17M
$199M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.27M- 5.62% |
$101M - $107M
|
21.3M
$1.95B
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.27M- 5.62% |
$101M - $107M
|
21.3M
$1.95B
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.31M- 7.6% |
$105M - $111M
|
16M
$1.47B
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.42M- 22.21% |
$113M - $120M
|
4.97M
$457M
|