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 07, 2023 Q3 2023
South State Corp

BUY
 -
197
+ 39.88%
$14.3K - $15K
691 $61.9K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
194
New
$14K - $14.8K
194 $17.4K
Oct 19, 2023 Q3 2023
Solidarilty Wealth, LLC

Lehi, UT
BUY
 -
190
+ 5.5%
$13.8K - $14.5K
3.64K $326K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
189
+ 0.59%
$13.7K - $14.4K
32.5K $2.91M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
185
+ 38.46%
$13.4K - $14.1K
666 $59.6K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
182
+ 4.11%
$13.2K - $13.8K
4.61K $413K
Oct 05, 2023 Q3 2023
Bay Rivers Group

BUY
 -
171
+ 0.16%
$12.4K - $13K
105K $9.38M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
170
New
$12.3K - $12.9K
170 $15.2K
Nov 15, 2023 Q3 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
169
+ 152.25%
$12.2K - $12.9K
280 $25.1K
Oct 16, 2023 Q3 2023
Enzi Wealth

Austin, TX
BUY
 -
166
+ 0.11%
$12K - $12.6K
154K $13.8M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
165
+ 68.75%
$11.9K - $12.5K
405 $36.3K
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
161
+ 5.37%
$11.7K - $12.2K
3.16K $283K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
155
+ 4.31%
$11.2K - $11.8K
3.75K $336K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
146
New
$10.6K - $11.1K
146 $13.1K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
146
+ 3.38%
$10.6K - $11.1K
4.46K $399K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
137
+ 2.49%
$9.92K - $10.4K
5.65K $506K
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

BUY
 -
135
+ 0.68%
$9.77K - $10.3K
19.9K $1.78M
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
135
+ 4.43%
$9.77K - $10.3K
3.18K $285K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
130
New
$9.41K - $9.89K
130 $11.6K
Jun 17, 2024 Q3 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
128
+ 1.74%
$9.26K - $9.74K
7.47K $669K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
124
+ 3.42%
$8.98K - $9.43K
3.75K $336K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
117
+ 22.12%
$8.47K - $8.9K
646 $57.8K
Nov 09, 2023 Q3 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
115
+ 3.07%
$8.32K - $8.75K
3.86K $346K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
113
+ 52.31%
$8.18K - $8.59K
329 $29.4K
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
111
+ 0.43%
$8.03K - $8.44K
26K $2.32M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
108
+ 67.5%
$7.82K - $8.21K
268 $24K
Oct 10, 2023 Q3 2023
Peddock Capital Advisors, LLC

BUY
 -
101
+ 0.81%
$7.31K - $7.68K
12.6K $1.13M
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
100
+ 3.09%
$7.24K - $7.61K
3.34K $299K
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
97
New
$7.02K - $7.38K
97 $8.68K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
95
+ 22.2%
$6.88K - $7.23K
523 $46.8K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
91
+ 5.28%
$6.59K - $6.92K
1.82K $163K
Oct 18, 2023 Q3 2023
Spectrum Asset Management, Inc.

BUY
 -
85
+ 0.16%
$6.15K - $6.47K
53.7K $4.8M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
81
+ 0.77%
$5.86K - $6.16K
10.5K $943K
Dec 11, 2023 Q3 2023
Wesbanco Bank Inc

BUY
 -
77
+ 1.64%
$5.57K - $5.86K
4.76K $426K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
76
+ 1.35%
$5.5K - $5.78K
5.71K $511K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
73
+ 0.03%
$5.28K - $5.55K
214K $19.1M
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
71
+ 1.52%
$5.14K - $5.4K
4.73K $423K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
71
+ 21.98%
$5.14K - $5.4K
394 $35.3K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
68
+ 1.19%
$4.92K - $5.17K
5.78K $517K
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
68
+ 0.56%
$4.92K - $5.17K
12.2K $1.09M
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
65
+ 6.98%
$4.7K - $4.94K
996 $89.2K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
65
+ 6.81%
$4.7K - $4.94K
1.02K $91.2K
Oct 24, 2023 Q3 2023
Gw Henssler & Associates LTD

BUY
 -
61
+ 0.54%
$4.42K - $4.64K
11.4K $1.02M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
61
New
$4.42K - $4.64K
61 $5.46K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
59
+ 1.28%
$4.27K - $4.49K
4.69K $419K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
59
+ 0.76%
$4.27K - $4.49K
7.79K $697K
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
51
+ 0.21%
$3.69K - $3.88K
24.9K $2.23M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
46
New
$3.33K - $3.5K
46 $4.12K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
45
+ 17.86%
$3.26K - $3.42K
297 $26.6K

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