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 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.74K+ 31.33% |
$126K - $132K
|
7.3K
$654K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.73K+ 2.75% |
$125K - $131K
|
64.6K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.7K+ 1.64% |
$123K - $129K
|
106K
$9.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.64K+ 1.32% |
$119K - $125K
|
126K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 267.71% |
$118K - $124K
|
2.23K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.57K+ 15.63% |
$113K - $119K
|
11.6K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.51K+ 16.37% |
$109K - $115K
|
10.7K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
1.48KNew |
$107K - $112K
|
1.48K
$132K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.47K+ 0.27% |
$107K - $112K
|
540K
$48.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.47K+ 2.3% |
$106K - $112K
|
65.3K
$5.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.46K+ 2.14% |
$105K - $111K
|
69.6K
$6.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.39K+ 6.46% |
$101K - $106K
|
22.9K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.36K+ 25.93% |
$98.6K - $104K
|
6.61K
$592K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.33K+ 26.13% |
$96K - $101K
|
6.41K
$573K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.31K+ 49.83% |
$95.1K - $99.9K
|
3.95K
$354K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.28K+ 3.95% |
$92.9K - $97.6K
|
33.8K
$3.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.25K+ 3.79% |
$90.5K - $95.2K
|
34.2K
$3.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.22KNew |
$88.6K - $93.1K
|
1.22K
$110K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.22K+ 13.33% |
$88.3K - $92.8K
|
10.4K
$928K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.22K+ 2.62% |
$87.9K - $92.4K
|
47.7K
$4.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.2K+ 12.05% |
$86.7K - $91.1K
|
11.1K
$997K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.2K+ 11.54% |
$86.6K - $91K
|
11.6K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.17K+ 428.47% |
$85K - $89.3K
|
1.45K
$130K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.16K+ 25.14% |
$84.1K - $88.4K
|
5.78K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.15K+ 191.06% |
$83.5K - $87.8K
|
1.76K
$157K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 30.16% |
$83.3K - $87.5K
|
4.97K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
1.14K+ 3.22% |
$82.3K - $86.5K
|
36.5K
$3.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.13K+ 8.72% |
$81.7K - $85.9K
|
14.1K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 0.51% |
$81.3K - $85.4K
|
223K
$19.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
1.08K+ 1.23% |
$78.1K - $82.1K
|
88.6K
$7.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.08K+ 0.33% |
$78.1K - $82.1K
|
328K
$29.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 5.58% |
$76.7K - $80.6K
|
20.1K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.02K+ 14.59% |
$73.5K - $77.3K
|
7.98K
$714K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
949+ 0.84% |
$68.7K - $72.2K
|
114K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
913+ 0.99% |
$66.1K - $69.4K
|
93K
$8.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
912+ 0.85% |
$66K - $69.4K
|
108K
$9.65M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
807+ 1.57% |
$58.4K - $61.4K
|
52.1K
$4.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
801New |
$58K - $60.9K
|
801
$71.7K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
799+ 0.68% |
$57.8K - $60.8K
|
118K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
787+ 14.97% |
$57K - $59.9K
|
6.04K
$541K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
781+ 2.25% |
$56.5K - $59.4K
|
35.4K
$3.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
780+ 18.92% |
$56.5K - $59.3K
|
4.9K
$439K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
775+ 5.38% |
$56.1K - $58.9K
|
15.2K
$1.36M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
772+ 16.56% |
$55.9K - $58.7K
|
5.44K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
771+ 25.32% |
$55.8K - $58.6K
|
3.82K
$342K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
758+ 8.66% |
$54.9K - $57.7K
|
9.51K
$851K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
757+ 20.76% |
$54.8K - $57.6K
|
4.4K
$394K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
753+ 6275.0% |
$54.5K - $57.3K
|
765
$68.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
723+ 1.26% |
$52.3K - $55K
|
57.9K
$5.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
690+ 17.26% |
$49.9K - $52.5K
|
4.69K
$420K
|