Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
12.7M+ 6040.77% |
$922M - $968M
|
12.9M
$1.16B
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.58MNew |
$259M - $272M
|
3.58M
$321M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.58MNew |
$259M - $272M
|
3.58M
$321M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.41MNew |
$247M - $260M
|
3.41M
$305M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.19M+ 838.34% |
$159M - $167M
|
2.46M
$220M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.02M+ 64.37% |
$146M - $154M
|
5.17M
$462M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.87M+ 54.4% |
$135M - $142M
|
5.3M
$474M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.01M+ 781.98% |
$72.9M - $76.6M
|
1.14M
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1M+ 16.22% |
$72.4M - $76.1M
|
7.17M
$642M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
470K+ 30.35% |
$34M - $35.8M
|
2.02M
$181M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
440K+ 5697.58% |
$31.9M - $33.5M
|
448K
$40.1M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
390K+ 91.1% |
$28.3M - $29.7M
|
819K
$73.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
351KNew |
$25.4M - $26.7M
|
351K
$31.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
295K+ 969.42% |
$21.4M - $22.4M
|
326K
$29.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
278K+ 119.61% |
$20.1M - $21.1M
|
510K
$45.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
248KNew |
$17.9M - $18.8M
|
248K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
222K+ 146.61% |
$16.1M - $16.9M
|
373K
$33.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
213K+ 22.68% |
$15.4M - $16.2M
|
1.15M
$103M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
190K+ 76.82% |
$13.8M - $14.5M
|
438K
$39.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
189K+ 6.57% |
$13.7M - $14.4M
|
3.06M
$274M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
188K+ 122.54% |
$13.6M - $14.3M
|
342K
$30.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
185K+ 24.68% |
$13.4M - $14.1M
|
935K
$83.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
169K+ 8.51% |
$12.3M - $12.9M
|
2.16M
$193M
|
|
|
Dec 11, 2023
Q3 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
166KNew |
$12M - $12.6M
|
166K
$14.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
162KNew |
$11.8M - $12.4M
|
162K
$14.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
141KNew |
$10.2M - $10.7M
|
141K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
134K+ 121.48% |
$9.69M - $10.2M
|
244K
$21.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
127K+ 2.72% |
$9.19M - $9.66M
|
4.8M
$430M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
117K+ 157.6% |
$8.44M - $8.87M
|
191K
$17.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
114K+ 66.41% |
$8.25M - $8.67M
|
286K
$25.6M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
103KNew |
$7.46M - $7.84M
|
103K
$9.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
102KNew |
$7.41M - $7.79M
|
102K
$9.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
100K+ 71.87% |
$7.24M - $7.61M
|
239K
$21.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
85K+ 27.55% |
$6.16M - $6.47M
|
394K
$35.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
80.9K+ 272.35% |
$5.86M - $6.15M
|
111K
$9.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
73.5K+ 15.92% |
$5.32M - $5.59M
|
535K
$47.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
69.8KNew |
$5.05M - $5.31M
|
69.8K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
65.9KNew |
$4.77M - $5.01M
|
65.9K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
64.9K+ 1.21% |
$4.7M - $4.93M
|
5.42M
$485M
|
|
|
Nov 14, 2023
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
63K+ 196.88% |
$4.56M - $4.79M
|
95K
$8.5M
|
|
|
Aug 08, 2024
Q3 2023
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
63K+ 196.88% |
$4.56M - $4.79M
|
95K
$8.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
53.1K+ 13006.62% |
$3.84M - $4.04M
|
53.5K
$4.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.4K+ 0.3% |
$3.5M - $3.68M
|
16M
$1.43B
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
41.6K+ 136.78% |
$3.01M - $3.17M
|
72.1K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
41.3K+ 32.25% |
$2.99M - $3.14M
|
169K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37K+ 52.36% |
$2.68M - $2.82M
|
108K
$9.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
36.8KNew |
$2.66M - $2.8M
|
36.8K
$3.29M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.8K+ 28.19% |
$2.23M - $2.34M
|
140K
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
30.6K+ 10.3% |
$2.22M - $2.33M
|
328K
$29.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
29.7K+ 1.83% |
$2.15M - $2.26M
|
1.66M
$148M
|