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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-280- 0.52% |
$20.3K - $21.3K
|
53.9K
$4.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-290- 3.73% |
$21K - $22.1K
|
7.49K
$671K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-291- 29.97% |
$21.1K - $22.1K
|
680
$60.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-293- 1.35% |
$21.2K - $22.3K
|
21.3K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-294- 5.48% |
$21.3K - $22.4K
|
5.07K
$454K
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-294- 0.95% |
$21.3K - $22.4K
|
30.5K
$2.73M
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-300- 3.12% |
$21.7K - $22.8K
|
9.32K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-301- 3.44% |
$21.8K - $22.9K
|
8.46K
$757K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-304- 2.92% |
$22K - $23.1K
|
10.1K
$906K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-310- 74.88% |
$22.4K - $23.6K
|
104
$9.31K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-314- 2.98% |
$22.7K - $23.9K
|
10.2K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-320- 1.75% |
$23.2K - $24.3K
|
17.9K
$1.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-327- 0.93% |
$23.7K - $24.9K
|
34.9K
$3.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-329- 1.18% |
$23.8K - $25K
|
27.6K
$2.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-331- 1.96% |
$24K - $25.2K
|
16.5K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-337- 2.49% |
$24.4K - $25.6K
|
13.2K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-345- 2.12% |
$25K - $26.2K
|
15.9K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-359- 3.88% |
$26K - $27.3K
|
8.88K
$795K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-360- 1.08% |
$26.1K - $27.4K
|
32.9K
$2.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-361- 0.59% |
$26.1K - $27.5K
|
60.5K
$5.41M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-370- 6.5% |
$26.8K - $28.1K
|
5.32K
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-377- 5.23% |
$27.3K - $28.7K
|
6.84K
$612K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-383- 2.72% |
$27.7K - $29.1K
|
13.7K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-385- 8.42% |
$27.9K - $29.3K
|
4.19K
$375K
|
|
|
Nov 13, 2023
Q3 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 9.76% |
$29K - $30.4K
|
3.7K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-400- 5.72% |
$29K - $30.4K
|
6.6K
$590K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-410- 67.66% |
$29.7K - $31.2K
|
196
$17.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-411- 1.76% |
$29.7K - $31.3K
|
22.9K
$2.05M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-412- 0.87% |
$29.8K - $31.3K
|
46.7K
$4.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-415- 0.44% |
$30K - $31.6K
|
93.9K
$8.41M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-429- 93.87% |
$31.1K - $32.6K
|
28
$2.51K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-435- 2.45% |
$31.5K - $33.1K
|
17.3K
$1.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-449- 2.75% |
$32.5K - $34.2K
|
15.9K
$1.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-457- 12.13% |
$33.1K - $34.8K
|
3.31K
$296K
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-463- 1.19% |
$33.5K - $35.2K
|
38.4K
$3.44M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-476- 15.97% |
$34.5K - $36.2K
|
2.5K
$224K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-477- 21.36% |
$34.5K - $36.3K
|
1.76K
$157K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-478- 0.65% |
$34.6K - $36.4K
|
73.1K
$6.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-485- 8.21% |
$35.1K - $36.9K
|
5.42K
$485K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-494- 35.49% |
$35.8K - $37.6K
|
898
$80.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-494- 1.5% |
$35.8K - $37.6K
|
32.3K
$2.9M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-498- 15.13% |
$36K - $37.9K
|
2.79K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-499- 1.98% |
$36.1K - $38K
|
24.8K
$2.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-506- 5.97% |
$36.6K - $38.5K
|
7.97K
$713K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-514- 1.02% |
$37.2K - $39.1K
|
50K
$4.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-514- 1.99% |
$37.2K - $39.1K
|
25.3K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-514- 4.53% |
$37.2K - $39.1K
|
10.8K
$969K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-517- 1.51% |
$37.4K - $39.3K
|
33.7K
$3.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Family Capital Trust CO
|
SELL
|
- |
-519- 0.57% |
$37.6K - $39.5K
|
91.2K
$8.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-520- 1.24% |
$37.6K - $39.6K
|
41.5K
$3.71M
|