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 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1K+ 2.27% |
$80K - $84.7K
|
45.2K
$4.15M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1K+ 19.53% |
$79.9K - $84.6K
|
6.12K
$563K
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
997+ 4.85% |
$79.7K - $84.4K
|
21.6K
$1.98M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
970New |
$77.5K - $82.1K
|
970
$89.2K
|
|
Jul 12, 2024
Q2 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
966+ 0.83% |
$77.2K - $81.8K
|
118K
$10.8M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
956+ 16.77% |
$76.4K - $80.9K
|
6.66K
$612K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
947New |
$75.7K - $80.1K
|
947
$87.1K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
935+ 5.21% |
$74.7K - $79.1K
|
18.9K
$1.73M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
889+ 0.92% |
$71K - $75.2K
|
98K
$9.01M
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
859+ 4.41% |
$68.7K - $72.7K
|
20.3K
$1.87M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
818New |
$65.4K - $69.2K
|
818
$75.2K
|
|
Aug 13, 2024
Q2 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
815+ 1.22% |
$65.1K - $69K
|
67.6K
$6.22M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
774+ 4.03% |
$61.9K - $65.5K
|
20K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
751+ 1.88% |
$60K - $63.6K
|
40.7K
$3.74M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
717+ 14.75% |
$57.3K - $60.7K
|
5.58K
$513K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
667+ 3.39% |
$53.3K - $56.4K
|
20.4K
$1.87M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
662+ 1947.06% |
$52.9K - $56K
|
696
$64K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
624+ 62400.0% |
$49.9K - $52.8K
|
625
$57.5K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
608+ 26.37% |
$48.6K - $51.5K
|
2.91K
$268K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
600+ 11.37% |
$48K - $50.8K
|
5.88K
$540K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
599+ 44.84% |
$47.9K - $50.7K
|
1.94K
$178K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
598+ 1.64% |
$47.8K - $50.6K
|
37.1K
$3.41M
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
583+ 0.34% |
$46.6K - $49.3K
|
173K
$15.9M
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
566+ 0.48% |
$45.2K - $47.9K
|
118K
$10.9M
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
558+ 0.31% |
$44.6K - $47.2K
|
180K
$16.5M
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
540+ 0.53% |
$43.2K - $45.7K
|
103K
$9.47M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
524New |
$41.9K - $44.3K
|
524
$48.2K
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
517+ 1.47% |
$41.3K - $43.8K
|
35.7K
$3.28M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
497+ 49700.0% |
$39.7K - $42.1K
|
498
$45.8K
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
489+ 3.63% |
$39.1K - $41.4K
|
14K
$1.28M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
485+ 0.6% |
$38.8K - $41K
|
81.5K
$7.5M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
471New |
$37.6K - $39.9K
|
471
$43.3K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
458+ 4.71% |
$36.6K - $38.8K
|
10.2K
$936K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
449+ 3.08% |
$35.9K - $38K
|
15K
$1.38M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
410+ 1.4% |
$32.8K - $34.7K
|
29.7K
$2.73M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
403+ 4.14% |
$32.2K - $34.1K
|
10.1K
$933K
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400+ 100.0% |
$32K - $33.9K
|
800
$73.6K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
396+ 2.65% |
$31.6K - $33.5K
|
15.3K
$1.41M
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
389+ 9.06% |
$31.1K - $32.9K
|
4.68K
$431K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
388New |
$31K - $32.8K
|
388
$35.7K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
387New |
$30.9K - $32.8K
|
387
$35.6K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
356New |
$28.5K - $30.1K
|
356
$32.7K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
356+ 2.33% |
$28.5K - $30.1K
|
15.7K
$1.44M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
349New |
$27.9K - $29.5K
|
349
$32.1K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333+ 101.22% |
$26.6K - $28.2K
|
662
$60.9K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
314+ 7.27% |
$25.1K - $26.6K
|
4.63K
$426K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
298+ 29.07% |
$23.8K - $25.2K
|
1.32K
$122K
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
BUY
|
- |
297+ 0.46% |
$23.7K - $25.1K
|
64.6K
$5.94M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
285+ 10.29% |
$22.8K - $24.1K
|
3.06K
$281K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
272+ 1.73% |
$21.7K - $23K
|
16K
$1.47M
|