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 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.37KNew |
$509K - $539K
|
6.37K
$572K
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.28K+ 100.9% |
$502K - $532K
|
12.5K
$1.12M
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.14K+ 5.68% |
$491K - $520K
|
114K
$10.3M
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.08K+ 3.98% |
$486K - $514K
|
159K
$14.3M
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$484K - $512K
|
6.05K
$544K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.96K+ 20.77% |
$477K - $505K
|
34.7K
$3.12M
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.79K+ 0.53% |
$463K - $490K
|
1.09M
$98.2M
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.7K+ 30.84% |
$456K - $483K
|
24.2K
$2.17M
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.69K+ 37.57% |
$454K - $481K
|
20.8K
$1.87M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.66K+ 8.15% |
$453K - $479K
|
75.2K
$6.75M
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.59KNew |
$447K - $473K
|
5.59K
$502K
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.57KNew |
$445K - $471K
|
5.57K
$500K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.51K+ 6.61% |
$440K - $466K
|
88.8K
$7.98M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.33KNew |
$426K - $451K
|
5.33K
$478K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.24K+ 268.1% |
$418K - $443K
|
7.19K
$646K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
5.17KNew |
$413K - $437K
|
5.17K
$464K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.98K+ 84.14% |
$398K - $422K
|
10.9K
$979K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
4.86K+ 1.57% |
$389K - $412K
|
314K
$28.2M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
4.85K+ 97.02% |
$388K - $411K
|
9.86K
$886K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
4.79K+ 1.49% |
$383K - $406K
|
326K
$29.3M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.72K+ 8.82% |
$377K - $400K
|
58.3K
$5.24M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.72K+ 10.67% |
$377K - $400K
|
49K
$4.4M
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
4.62KNew |
$370K - $391K
|
4.62K
$415K
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.61K+ 46.25% |
$368K - $390K
|
14.6K
$1.31M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.48K+ 8.44% |
$358K - $379K
|
57.5K
$5.17M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
4.47K+ 3.18% |
$357K - $378K
|
145K
$13M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.44K+ 63428.57% |
$355K - $376K
|
4.45K
$400K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4.26KNew |
$341K - $361K
|
4.26K
$383K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.1K+ 43.85% |
$328K - $347K
|
13.5K
$1.21M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.07KNew |
$326K - $345K
|
4.07K
$366K
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.88K+ 100.73% |
$310K - $328K
|
7.73K
$695K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.86K+ 31.12% |
$308K - $326K
|
16.2K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
3.82KNew |
$305K - $323K
|
3.82K
$343K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.69K+ 59.11% |
$295K - $312K
|
9.93K
$892K
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 41.69% |
$294K - $312K
|
12.5K
$1.12M
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.34KNew |
$267K - $283K
|
3.34K
$300K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.28KNew |
$262K - $278K
|
3.28K
$295K
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 1.45% |
$258K - $274K
|
226K
$20.3M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.17K+ 8.11% |
$253K - $268K
|
42.2K
$3.8M
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
3.11K+ 2.68% |
$249K - $263K
|
119K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.11K+ 250.0% |
$249K - $263K
|
4.35K
$391K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.05K+ 4.24% |
$244K - $258K
|
75.1K
$6.75M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
3.04KNew |
$243K - $257K
|
3.04K
$273K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
2.89K+ 1978.08% |
$231K - $244K
|
3.03K
$273K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.75KNew |
$220K - $233K
|
2.75K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.61KNew |
$208K - $221K
|
2.61K
$234K
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.59KNew |
$207K - $219K
|
2.59K
$232K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.57K+ 2.23% |
$206K - $218K
|
118K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.55KNew |
$204K - $216K
|
2.55K
$229K
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.53KNew |
$202K - $214K
|
2.53K
$227K
|