Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Min Vol Facto (USMV)

USMV Quotes by TradingView

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
Old Mission Capital LLC

BUY
 -
9.5K
New
$688K - $723K
9.5K $850K
Oct 13, 2023 Q3 2023
Columbus Macro, LLC

BUY
 -
9.49K
+ 117.7%
$687K - $722K
17.5K $1.57M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
9.43K
+ 250.52%
$682K - $717K
13.2K $1.18M
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
9.39K
New
$680K - $715K
9.39K $841K
Nov 13, 2023 Q3 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
9.31K
+ 18.4%
$674K - $708K
59.9K $5.36M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.29K
+ 252.42%
$672K - $707K
13K $1.16M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
9.28K
New
$672K - $706K
9.28K $831K
Oct 24, 2023 Q3 2023
Arlington Partners LLC

BUY
 -
9.07K
+ 2764.02%
$656K - $690K
9.39K $841K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
8.89K
New
$644K - $676K
8.89K $796K
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
8.77K
+ 4.03%
$635K - $667K
226K $20.2M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
8.58K
+ 925.0%
$621K - $653K
9.51K $851K
Nov 14, 2023 Q3 2023
Edge Rock Capital LLC

BUY
 -
8.53K
+ 11.02%
$617K - $648K
85.9K $7.69M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
8.49K
+ 6.47%
$615K - $646K
140K $12.5M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
8.28K
+ 3.89%
$599K - $630K
221K $19.8M
Nov 14, 2024 Q3 2023
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
8.18K
+ 2.38%
$592K - $622K
352K $31.5M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
8.18K
New
$592K - $622K
8.18K $732K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
8.16K
+ 24.26%
$590K - $620K
41.8K $3.74M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
8.13K
+ 20.41%
$589K - $619K
48K $4.29M
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
7.63K
+ 1.87%
$552K - $580K
416K $37.2M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
7.3K
New
$528K - $555K
7.3K $653K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.27K
+ 16.16%
$526K - $553K
52.3K $4.68M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
7.14K
+ 30.48%
$517K - $543K
30.6K $2.73M
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
6.93K
+ 8.95%
$501K - $527K
84.3K $7.55M
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
6.75K
+ 1.4%
$489K - $514K
490K $43.8M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
6.74K
+ 2.2%
$488K - $513K
314K $28.1M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
6.52K
+ 139.89%
$472K - $496K
11.2K $1M
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
6.23K
New
$451K - $474K
6.23K $558K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
6.16K
+ 33.34%
$446K - $469K
24.6K $2.21M
Nov 01, 2023 Q3 2023
Berkshire Bank

BUY
 -
6.07K
+ 12.86%
$439K - $462K
53.3K $4.77M
Oct 17, 2023 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
6.06K
New
$439K - $461K
6.06K $542K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
5.93K
New
$429K - $451K
5.93K $530K
Nov 14, 2023 Q3 2023
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
5.82K
New
$421K - $442K
5.82K $521K
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
5.71K
New
$413K - $434K
5.71K $511K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
5.61K
+ 2.33%
$406K - $427K
246K $22M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
5.56K
New
$402K - $423K
5.56K $498K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
5.56K
New
$402K - $423K
5.56K $497K
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

BUY
 -
5.45K
+ 3.26%
$394K - $414K
172K $15.4M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
5.29K
+ 27.41%
$383K - $402K
24.6K $2.2M
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
5.25K
+ 3.68%
$380K - $399K
148K $13.3M
Nov 14, 2023 Q3 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
5.16K
+ 2.39%
$373K - $392K
221K $19.8M
Oct 25, 2023 Q3 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
5.08K
+ 11.28%
$368K - $387K
50.2K $4.49M
Nov 14, 2023 Q3 2023
Vestcor Inc

Fredericton, A3
BUY
 -
4.79K
+ 12.72%
$347K - $364K
42.4K $3.8M
Nov 30, 2023 Q3 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
4.77K
+ 14.25%
$345K - $363K
38.2K $3.42M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
4.65K
+ 22.16%
$337K - $354K
25.7K $2.3M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
4.63K
+ 14.07%
$335K - $352K
37.5K $3.36M
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
BUY
 -
4.61K
New
$334K - $351K
4.61K $413K
Nov 08, 2023 Q3 2023
Shayne & Co., LLC

BUY
 -
4.55K
New
$329K - $346K
4.55K $407K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
4.37K
+ 6.37%
$316K - $332K
72.9K $6.53M
Oct 19, 2023 Q3 2023
Jmac Enterprises LLC

BUY
 -
4.13K
+ 6.54%
$299K - $314K
67.3K $6.03M

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