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 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-538- 5.37% |
$38.9K - $40.9K
|
9.48K
$849K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-554- 6.89% |
$40.1K - $42.1K
|
7.49K
$670K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-557- 7.29% |
$40.3K - $42.4K
|
7.09K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-561- 3.42% |
$40.6K - $42.7K
|
15.8K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-562- 8.77% |
$40.7K - $42.7K
|
5.85K
$523K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-562- 9.39% |
$40.7K - $42.7K
|
5.42K
$485K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-568- 8.37% |
$41.1K - $43.2K
|
6.22K
$556K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-575- 17.11% |
$41.6K - $43.7K
|
2.79K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-587- 12.07% |
$42.5K - $44.6K
|
4.28K
$383K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-590- 16.65% |
$42.7K - $44.9K
|
2.95K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-618- 0.76% |
$44.7K - $47K
|
81K
$7.25M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-635- 0.31% |
$46K - $48.3K
|
202K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-649- 0.42% |
$47K - $49.4K
|
155K
$13.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-650- 3.05% |
$47K - $49.4K
|
20.7K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-656- 0.89% |
$47.5K - $49.9K
|
73.4K
$6.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-662- 18.1% |
$47.9K - $50.4K
|
3K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-667- 2.35% |
$48.3K - $50.7K
|
27.7K
$2.48M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-668- 7.37% |
$48.3K - $50.8K
|
8.4K
$751K
|
|
|
Oct 27, 2023
Q3 2023
|
White Pine Investment CO
|
SELL
|
- |
-684- 0.45% |
$49.5K - $52K
|
152K
$13.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-695- 3.49% |
$50.3K - $52.9K
|
19.2K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-717- 14.44% |
$51.9K - $54.5K
|
4.25K
$380K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-718- 1.89% |
$52K - $54.6K
|
37.4K
$3.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-754- 4.9% |
$54.6K - $57.3K
|
14.6K
$1.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-759- 8.73% |
$54.9K - $57.7K
|
7.94K
$711K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-770- 10.55% |
$55.7K - $58.6K
|
6.53K
$585K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-774- 4.01% |
$56K - $58.9K
|
18.5K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-775- 14.09% |
$56.1K - $58.9K
|
4.73K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-780- 4.1% |
$56.5K - $59.3K
|
18.2K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-789- 12.39% |
$57.1K - $60K
|
5.58K
$499K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-790- 9.89% |
$57.2K - $60.1K
|
7.2K
$644K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-802- 1.81% |
$58K - $61K
|
43.5K
$3.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-808- 1.0% |
$58.5K - $61.5K
|
79.6K
$7.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-814- 19.28% |
$58.9K - $61.9K
|
3.41K
$305K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-819- 12.86% |
$59.3K - $62.3K
|
5.55K
$497K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-870- 1.5% |
$63K - $66.2K
|
57.2K
$5.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-872- 9.79% |
$63.1K - $66.3K
|
8.03K
$719K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-885- 26.32% |
$64.1K - $67.3K
|
2.48K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-895- 4.81% |
$64.8K - $68.1K
|
17.7K
$1.59M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-899- 20.71% |
$65.1K - $68.4K
|
3.44K
$308K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-899- 0.32% |
$65.1K - $68.4K
|
277K
$24.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-906- 5.02% |
$65.6K - $68.9K
|
17.1K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-907- 9.13% |
$65.6K - $69K
|
9.02K
$808K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-949- 2.85% |
$68.7K - $72.2K
|
32.4K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-969- 14.24% |
$70.1K - $73.7K
|
5.84K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-973- 3.64% |
$70.4K - $74K
|
25.8K
$2.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1K- 5.96% |
$72.6K - $76.3K
|
15.8K
$1.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 1.76% |
$72.8K - $76.5K
|
56.1K
$5.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.03K- 3.76% |
$74.3K - $78K
|
26.3K
$2.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.03K- 31.18% |
$74.6K - $78.3K
|
2.27K
$203K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 27.58% |
$76.7K - $80.5K
|
2.78K
$249K
|