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 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-218K- 15.07% |
$15.8M - $16.6M
|
1.23M
$110M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-237K- 75.46% |
$17.1M - $18M
|
77K
$6.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-239K- 18.15% |
$17.3M - $18.2M
|
1.08M
$96.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-249K- 7.87% |
$18M - $18.9M
|
2.91M
$261M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-265K- 8.69% |
$19.2M - $20.1M
|
2.78M
$249M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-266K- 85.73% |
$19.3M - $20.3M
|
44.4K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-284K- 82.04% |
$20.5M - $21.6M
|
62.2K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-558K- 6.85% |
$40.4M - $42.4M
|
7.58M
$679M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-568K- 11.63% |
$41.1M - $43.2M
|
4.31M
$386M
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-592K- 12.53% |
$42.8M - $45M
|
4.13M
$370M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-608K- 5.98% |
$44M - $46.3M
|
9.56M
$856M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-634K- 50.48% |
$45.9M - $48.2M
|
622K
$55.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-668K- 18.38% |
$48.3M - $50.8M
|
2.96M
$265M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-999K- 96.0% |
$72.3M - $76M
|
41.7K
$3.73M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.54M- 47.6% |
$111M - $117M
|
1.69M
$152M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.01M- 11.92% |
$146M - $153M
|
14.9M
$1.33B
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.46M- 16.41% |
$323M - $339M
|
22.7M
$2.03B
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-12.8M- 98.62% |
$924M - $971M
|
179K
$16M
|