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 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.86K- 17.2% |
$496K - $522K
|
33K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-6.92K- 1.57% |
$501K - $526K
|
435K
$38.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.99K- 7.01% |
$506K - $531K
|
92.7K
$8.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7.09K- 0.66% |
$513K - $539K
|
1.07M
$96M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-7.11K- 25.34% |
$515K - $541K
|
21K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.12K- 30.4% |
$515K - $541K
|
16.3K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-7.23K- 45.73% |
$524K - $550K
|
8.59K
$769K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-7.24K- 22.41% |
$524K - $551K
|
25.1K
$2.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-7.26K- 3.77% |
$525K - $552K
|
185K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-7.28K- 11.89% |
$527K - $554K
|
54K
$4.83M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-7.4K- 7.99% |
$536K - $563K
|
85.3K
$7.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-7.62K- 15.72% |
$551K - $579K
|
40.9K
$3.66M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.81K- 3.08% |
$565K - $594K
|
246K
$22M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.95K- 11.62% |
$575K - $604K
|
60.4K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.97K- 10.26% |
$577K - $606K
|
69.7K
$6.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.98K- 13.96% |
$578K - $607K
|
49.2K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-8K- 0.59% |
$579K - $608K
|
1.36M
$121M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.11K- 6.98% |
$587K - $617K
|
108K
$9.67M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-8.43K- 14.79% |
$610K - $641K
|
48.6K
$4.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.46K- 20.05% |
$612K - $643K
|
33.7K
$3.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.56K- 8.05% |
$620K - $651K
|
97.8K
$8.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8.59K- 15.83% |
$622K - $653K
|
45.7K
$4.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.69K- 38.61% |
$629K - $661K
|
13.8K
$1.24M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-8.83K- 10.83% |
$639K - $671K
|
72.7K
$6.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.85K- 20.58% |
$641K - $673K
|
34.2K
$3.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-8.92K- 9.89% |
$646K - $678K
|
81.3K
$7.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.16K- 4.29% |
$663K - $696K
|
204K
$18.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.28K- 18.01% |
$672K - $706K
|
42.2K
$3.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-9.31K- 6.6% |
$674K - $708K
|
132K
$11.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-9.34K- 2.18% |
$676K - $711K
|
420K
$37.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-9.35K- 12.34% |
$677K - $711K
|
66.5K
$5.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.59K- 21.05% |
$694K - $729K
|
36K
$3.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-9.67K- 29.13% |
$700K - $735K
|
23.5K
$2.11M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-9.79K- 47.92% |
$709K - $745K
|
10.6K
$953K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-9.85K- 14.78% |
$713K - $749K
|
56.8K
$5.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.89K- 20.24% |
$716K - $752K
|
39K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-9.93K- 16.95% |
$719K - $755K
|
48.7K
$4.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.95K- 11.77% |
$720K - $757K
|
74.6K
$6.67M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-9.96K- 4.43% |
$721K - $757K
|
215K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.1K- 12.54% |
$730K - $767K
|
70.4K
$6.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-10.6K- 3.21% |
$766K - $805K
|
319K
$28.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.7K- 14.82% |
$774K - $813K
|
61.5K
$5.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 6.18% |
$784K - $824K
|
165K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10.9K- 6.69% |
$791K - $831K
|
152K
$13.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 5.63% |
$792K - $833K
|
183K
$16.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11K- 5.07% |
$796K - $837K
|
206K
$18.4M
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-11.1K- 3.75% |
$801K - $841K
|
284K
$25.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-11.4K- 37.5% |
$823K - $865K
|
19K
$1.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.5K- 2.91% |
$830K - $872K
|
382K
$34.2M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 11.32% |
$834K - $877K
|
90.2K
$8.08M
|