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 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.6K- 1.69% |
$841K - $883K
|
674K
$60.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 10.91% |
$854K - $898K
|
96.4K
$8.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-12K- 13.46% |
$870K - $914K
|
77.3K
$6.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
SELL
|
- |
-12.2K- 18.12% |
$882K - $927K
|
55.1K
$4.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-12.3K- 19.08% |
$889K - $935K
|
52.1K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-12.5K- 49.65% |
$902K - $948K
|
12.6K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-12.6K- 5.0% |
$910K - $956K
|
239K
$21.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-12.7K- 17.91% |
$918K - $965K
|
58.1K
$5.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-12.8K- 33.31% |
$925K - $972K
|
25.6K
$2.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-12.9K- 11.03% |
$934K - $981K
|
104K
$9.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13K- 95.9% |
$943K - $991K
|
557
$49.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-13.2K- 40.49% |
$952K - $1M
|
19.3K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.4K- 2.26% |
$971K - $1.02M
|
581K
$52M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-13.9K- 16.18% |
$1.01M - $1.06M
|
72.1K
$6.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-14K- 19.17% |
$1.01M - $1.07M
|
59.1K
$5.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-14.1K- 30.39% |
$1.02M - $1.07M
|
32.2K
$2.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-14.2K- 24.92% |
$1.03M - $1.08M
|
42.8K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 10.23% |
$1.03M - $1.09M
|
125K
$11.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.5K- 12.43% |
$1.05M - $1.1M
|
102K
$9.13M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14.6K- 15.31% |
$1.05M - $1.11M
|
80.6K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 2.35% |
$1.07M - $1.12M
|
611K
$54.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-16.2K- 22.06% |
$1.17M - $1.23M
|
57.1K
$5.11M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-16.6K- 18.75% |
$1.21M - $1.27M
|
72.2K
$6.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-16.8K- 18.9% |
$1.22M - $1.28M
|
72.2K
$6.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-17K- 30.74% |
$1.23M - $1.29M
|
38.3K
$3.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-17.7K- 19.56% |
$1.28M - $1.35M
|
72.8K
$6.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-17.9K- 14.87% |
$1.3M - $1.36M
|
103K
$9.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18.6K- 13.55% |
$1.35M - $1.42M
|
119K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-19.3K- 12.81% |
$1.39M - $1.47M
|
131K
$11.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.6K- 5.77% |
$1.42M - $1.49M
|
320K
$28.7M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-19.9K- 3.77% |
$1.44M - $1.51M
|
507K
$45.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-20K- 11.27% |
$1.45M - $1.52M
|
158K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-20.2K- 37.62% |
$1.46M - $1.53M
|
33.4K
$2.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-20.4K- 15.97% |
$1.48M - $1.56M
|
108K
$9.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20.6K- 25.68% |
$1.49M - $1.56M
|
59.5K
$5.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-20.6K- 13.71% |
$1.49M - $1.56M
|
129K
$11.6M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-20.6K- 18.8% |
$1.49M - $1.56M
|
88.8K
$7.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-20.7K- 23.97% |
$1.5M - $1.58M
|
65.7K
$5.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23.2K- 41.54% |
$1.68M - $1.76M
|
32.6K
$2.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-23.2K- 23.75% |
$1.68M - $1.77M
|
74.5K
$6.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-23.7K- 16.13% |
$1.72M - $1.8M
|
123K
$11M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-25K- 18.72% |
$1.81M - $1.9M
|
108K
$9.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-25.7K- 31.2% |
$1.86M - $1.96M
|
56.7K
$5.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25.8K- 16.52% |
$1.87M - $1.96M
|
130K
$11.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-25.9K- 25.12% |
$1.87M - $1.97M
|
77.1K
$6.9M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.3K- 10.71% |
$1.91M - $2M
|
219K
$19.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-26.6K- 15.58% |
$1.93M - $2.02M
|
144K
$12.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-27.6K- 1.72% |
$2M - $2.1M
|
1.58M
$141M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-29.4K- 83.81% |
$2.13M - $2.24M
|
5.68K
$508K
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-31.4K- 30.22% |
$2.27M - $2.39M
|
72.5K
$6.49M
|