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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-30- 0.69% |
$2.4K - $2.54K
|
4.33K
$408K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-31- 43.66% |
$2.48K - $2.62K
|
40
$3.77K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-31- 0.82% |
$2.48K - $2.62K
|
3.74K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-36- 1.0% |
$2.88K - $3.05K
|
3.55K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-36- 4.46% |
$2.88K - $3.05K
|
772
$72.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-37- 1.0% |
$2.96K - $3.13K
|
3.67K
$346K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-39- 0.92% |
$3.12K - $3.3K
|
4.2K
$396K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-39- 7.0% |
$3.12K - $3.3K
|
518
$48.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-40- 0.37% |
$3.2K - $3.39K
|
10.9K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-43- 0.09% |
$3.44K - $3.64K
|
47.9K
$4.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-43- 0.25% |
$3.44K - $3.64K
|
17.2K
$1.62M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-46- 17.76% |
$3.68K - $3.89K
|
213
$20.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-48- 0.85% |
$3.84K - $4.06K
|
5.62K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-51- 0.32% |
$4.08K - $4.32K
|
15.8K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-54- 0.12% |
$4.32K - $4.57K
|
43.9K
$4.14M
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-54- 0.47% |
$4.32K - $4.57K
|
11.5K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-55- 1.76% |
$4.4K - $4.65K
|
3.07K
$289K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-56- 0.67% |
$4.48K - $4.74K
|
8.33K
$785K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-61- 2.67% |
$4.88K - $5.16K
|
2.22K
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-61- 0.56% |
$4.88K - $5.16K
|
10.9K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-63- 24.23% |
$5.03K - $5.33K
|
197
$18.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-64- 0.43% |
$5.11K - $5.42K
|
14.9K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-67- 49.63% |
$5.35K - $5.67K
|
68
$6.41K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-69- 2.33% |
$5.51K - $5.84K
|
2.89K
$273K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-70- 0.45% |
$5.59K - $5.92K
|
15.6K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-72- 2.12% |
$5.75K - $6.09K
|
3.32K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-74- 1.16% |
$5.91K - $6.26K
|
6.29K
$593K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-75- 1.69% |
$5.99K - $6.35K
|
4.36K
$411K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 2.12% |
$5.99K - $6.35K
|
3.46K
$326K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-76- 48.1% |
$6.07K - $6.43K
|
82
$7.73K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-76- 0.62% |
$6.07K - $6.43K
|
12.1K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-76- 6.51% |
$6.07K - $6.43K
|
1.09K
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 10.53% |
$6.39K - $6.77K
|
680
$64.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-80- 1.26% |
$6.39K - $6.77K
|
6.28K
$592K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-82- 1.38% |
$6.55K - $6.94K
|
5.87K
$553K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-83Closed |
$6.63K - $7.02K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-84- 3.22% |
$6.71K - $7.11K
|
2.52K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-86- 3.87% |
$6.87K - $7.28K
|
2.14K
$202K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-90- 28.66% |
$7.19K - $7.62K
|
224
$21.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-90- 2.38% |
$7.19K - $7.62K
|
3.7K
$349K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-91- 2.51% |
$7.27K - $7.7K
|
3.54K
$334K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-92- 0.86% |
$7.35K - $7.79K
|
10.6K
$995K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-94- 70.68% |
$7.51K - $7.96K
|
39
$3.68K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-96- 0.69% |
$7.67K - $8.12K
|
13.9K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-99- 3.42% |
$7.91K - $8.38K
|
2.8K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-100- 1.44% |
$7.99K - $8.46K
|
6.85K
$646K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-100- 0.98% |
$7.99K - $8.46K
|
10.1K
$953K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-102- 1.68% |
$8.15K - $8.63K
|
5.98K
$564K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-106- 1.08% |
$8.47K - $8.97K
|
9.68K
$913K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-109- 2.92% |
$8.71K - $9.22K
|
3.63K
$342K
|