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 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-2.87K- 9.18% |
$208K - $218K
|
28.4K
$2.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.88K- 9.92% |
$208K - $219K
|
26.1K
$2.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.88K- 4.08% |
$208K - $219K
|
67.6K
$6.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.88K- 9.56% |
$208K - $219K
|
27.2K
$2.44M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.89K- 26.37% |
$209K - $219K
|
8.05K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.92K- 14.46% |
$211K - $222K
|
17.3K
$1.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-3.01K- 8.99% |
$218K - $229K
|
30.5K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3.03K- 0.92% |
$219K - $230K
|
327K
$29.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.04K- 27.83% |
$220K - $231K
|
7.88K
$705K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.04K- 10.45% |
$220K - $231K
|
26.1K
$2.33M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.07KClosed |
$222K - $233K
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-3.07K- 40.14% |
$222K - $234K
|
4.58K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.08K- 16.26% |
$223K - $234K
|
15.9K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.13K- 2.96% |
$226K - $238K
|
103K
$9.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.19K- 10.46% |
$231K - $242K
|
27.3K
$2.44M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.23K- 11.63% |
$234K - $245K
|
24.5K
$2.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.27K- 17.1% |
$237K - $249K
|
15.8K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.3K- 18.15% |
$239K - $251K
|
14.9K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.33K- 3.77% |
$241K - $253K
|
85K
$7.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.37K- 12.94% |
$244K - $256K
|
22.7K
$2.03M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-3.4K- 2.55% |
$246K - $259K
|
130K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.43K- 18.77% |
$249K - $261K
|
14.9K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3.44K- 1.98% |
$249K - $261K
|
170K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.47K- 2.49% |
$251K - $264K
|
136K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.49K- 1.01% |
$252K - $265K
|
340K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-3.5K- 1.71% |
$253K - $266K
|
202K
$18M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.51K- 15.68% |
$254K - $267K
|
18.9K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.52K- 20.03% |
$255K - $268K
|
14.1K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 1.4% |
$256K - $269K
|
250K
$22.4M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.56K- 43.48% |
$258K - $271K
|
4.63K
$414K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.63K- 9.54% |
$263K - $276K
|
34.4K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.66K- 54.1% |
$265K - $279K
|
3.11K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-3.68K- 4.94% |
$267K - $280K
|
70.9K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.7K- 4.12% |
$268K - $281K
|
86.1K
$7.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
SELL
|
- |
-3.7K- 24.22% |
$268K - $281K
|
11.6K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-3.7K- 18.48% |
$268K - $282K
|
16.3K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.74K- 5.63% |
$271K - $285K
|
62.7K
$5.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.75K- 6.26% |
$271K - $285K
|
56.2K
$5.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.8K- 14.82% |
$275K - $289K
|
21.9K
$1.96M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.84K- 18.63% |
$278K - $292K
|
16.8K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.84K- 31.6% |
$278K - $292K
|
8.32K
$745K
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.89K- 1.03% |
$281K - $296K
|
373K
$33.4M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.9K- 1.4% |
$282K - $297K
|
276K
$24.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.93K- 54.08% |
$285K - $299K
|
3.34K
$299K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
SELL
|
- |
-3.99K- 2.53% |
$289K - $304K
|
153K
$13.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.06K- 11.37% |
$294K - $309K
|
31.7K
$2.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-4.07K- 3.56% |
$295K - $310K
|
110K
$9.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.08K- 31.92% |
$295K - $310K
|
8.71K
$779K
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.08K- 19.95% |
$296K - $311K
|
16.4K
$1.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.11K- 24.68% |
$297K - $312K
|
12.5K
$1.12M
|